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Help Center › Admin screens, field by field › Property and activity-note forms
Property and activity-note forms
The small forms for adding a property, property photo, property notes and logging a call or note.
On this page
Contractor Hub → Customers → open a customer. The Properties section has the property buttons and the top of the page has Log call / note.
A customer can have several properties. Each property keeps its own address, photos, notes, slope check and 2D plan. These small pop-ups are how you add and edit them. This article covers the three pop-ups that have an input box.
Fields
Add a property (pop-up)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Property address ((input)) |
Creates a new property on this customer. Used by quotes, visits, measuring and route planning. | Start typing and pick from the list, e.g. 48 Birch Rd, Avon, CT. Needs at least 6 characters or it asks you to type street, town and state. | |
| Save (Add a property) | Creates the property and reloads the customer page. |
Property card buttons that ask a question
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Add photo (button) (photo step) |
Opens your file picker, then asks “What is this photo of?” and saves the picture on the property. | Answer with one word such as front, back, left side, right side, structure or existing landscape. Default answer is front. | front |
Notes (button) (data.notes) |
Asks “Property notes (soil, sun, drainage, access…)” and saves your text on the property. It shows next to the plan summary. | e.g. Clay soil, full sun, drains toward street. | |
Check slope (button) (slope) |
Appears only when the property has map coordinates. Looks up elevation around the lot and stores the slope percent and class on the property; the quote page then shows the slope. | Press once; the message tells you the percent and class. | |
| Create a landscape plan / Plan wizard / Open 2D plan | Open the plan wizard or the 2D plan editor for this property. The plan editor itself is documented with the Designer. |
Log call / note (pop-up)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Type (kind) |
What kind of history entry this is. | Pick one. Choices: Phone call; Note; Meeting / site visit; Email (sent outside VisionScaper); Text (sent from my phone). | Phone call |
Details (text) |
The text saved in the customer’s history. | What happened and the next step. | |
| Save to history | Adds the entry to the history list. Nothing is sent to the customer. |
Steps
- Open the customer from Customers.
- To add a property press + Add property, type the address, pick the suggestion, press Save.
- On a property card press Add photo, choose the picture, answer the question with a one-word label.
- Press Notes to record soil, sun, drainage or access. Press OK in the box.
- If the property has a map pin, press Check slope once and wait for the message.
- At the top of the customer page press Log call / note, choose the Type, write the Details, press Save to history.
If something goes wrong
- “Type the street, town and state.” means the address was too short. Add the town and state.
- Adding a property can be refused by the website (for example a plan limit). The message appears at the bottom as a toast.
- Cancelling a prompt box leaves everything as it was.