Properties & assets

Find help for properties, assets and documents.

8 articles

• Adding Assets and Managing Your Portable Asset Inventory →An asset is a specific piece of equipment under one of your property's systems. You can add one to a property you have claimed, or add a portable asset to your own inventory and attach it to a…
• Adding or Finding a Property →If your property is not in ServiceVisit yet, add it on the Create Property page. If you want to check whether a property already exists, use Find Properties. This guide covers both.
• Claiming a Property and Checking Your Claim →Claiming a property puts its Property Passport in your account. The Claim a Property page lets you search for a property that already exists in ServiceVisit and claim it. This guide covers the claim…
• Reading Your Properties and a Property's Details →My Properties lists every property in your account. Each one opens to its Property Passport, which shows the property's information, systems, assets and zones. This guide explains what each page…
• Reading Your Service History and Sharing a DIY Record for Certification →Service History is the timeline of everything recorded against your claimed properties, whether you entered it or a provider did. Each entry shows how much trust sits behind it. You can also share one…
• Recording DIY Maintenance in Your Property Passport →Use Record DIY Maintenance to log routine work you did yourself, such as changing a filter, cleaning gutters or inspecting a water heater. The entry joins your property's service history as a…
• Recording Equipment You Installed Yourself →If you installed equipment yourself, or it came with your property, you can record it in your Property Passport without a provider. The entry is marked Customer DIY, which means it is your own…
• Uploading and Managing Property Documents →The Documents page, titled Property Documents, stores receipts, warranties, manuals, permits and photos for your properties. Each document is filed against one property in your Property Passport.