What It Does
Commercial accounts, property managers, and HOAs rarely have just one address. SalesButler lets you attach multiple service properties to a single customer record with one designated as primary. Dispatch jobs are assigned to a specific property, invoices reference the right address, and reporting rolls up by either customer or individual location. It's the cleanest way to handle customers who manage portfolios of buildings.
Step-by-Step Guide
Create the Customer
Add the parent customer record once with billing contact and terms.
Add Properties
Add each service address as a property under that customer.
Pick a Primary
Designate one property as the primary — used as the default on new jobs.
Dispatch by Property
When creating a job, select which property the work is happening at.
Report by Either Level
Roll revenue up by customer or drill down by property — your choice.
Why You'll Love This Feature
True Multi-Site Hierarchy
One customer, many properties — no fake duplicate customer records.
Per-Property Addresses
Each property has its own address, contact, and notes.
Roll-Up Reporting
See revenue by customer or by individual property.
Primary Property
One property is marked primary so dispatch always defaults correctly.
Property-Level Contacts
Each property can have its own on-site contact distinct from the billing contact.
Easy Switching
Change the primary property anytime — old jobs keep their original assignment.
Perfect For
Property management companies with 20+ buildings
HOA contracts covering multiple addresses
Commercial accounts with several locations
Restaurant chains, retail franchises, school districts
Real-estate investors with rental portfolios