Method 1:

  • Create a client group with the real estate agency name as the group name.

  • Create a client and mark them as the primary contact for this group. This may be the real estate agent/agency, or a main point of contact.

  • Create individual clients for each premises/entity. Set the billing details of each client as the real estate agent or appropriate billing entity.

  • Set the service address of the client as the property to be serviced.

See Guide: How to Create a Group

Method 2:

  • Create the real estate agent as a client and set multiple service addresses under them, using the appropriate address per appointment.

  • Add a note to each address with any specific details for that particular premises.

See Guide: How to Create a Client

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