Using Property Side Panels

  • Updated on Jan 23, 2026
  • Published on Jan 24, 2024
  • 3 minute(s) read
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Using the Property side panel menu, you can readily access read-only information related to properties on the detail screen when viewing an opportunity, invoice, or work ticket.

Enabling Side Panels

By default, this feature is activated. However, you can switch this off by going to Enable Side Panels in your User Settings. To turn this feature on or off for other users, you must have System Admin permission added to your user role.

  1. Go to Settings > Administration.

  2. Select User Management > Users.

  3. Select a user, and the User Settings screen will appear. 

  4. Toggle off the side panel feature under the Application Preferences section of the User Settings screen.

  5. Save. 

Accessing the Property Side Panel Menu

The property side panel is on your chosen opportunity, work ticket, or invoice. Select the links in the following fields on the below-listed detail screens to access the property side panel menu: 

  • Opportunity - select the link in the property field. 

  • Invoice - select the property icon next to the name of the property field. 

  • Work Tickets - select the link in the property field. 

Contract details including opportunity, budget, and contact information within the property side panel.

  • Go To Property: takes you to the property details screen associated with the opportunity in the same window. 

  • Account Owner Name: view the account owner's contact details.

  • Account Balance: access a pre-filtered receivables screen showing only items associated with the property. A View Revenue Permission  is required to view. 

  • Primary Contact: get immediate access to the primary contact's details.

  • Company: direct link to the company details screen.

  • Previous Site Audit: access to the property's audit screen.

  • Previous Visit: open the work ticket from the last visit—permission to view visits is required.

  • Next Visit: view the work ticket details for the upcoming visit.

  • Address: view available address information (Address, City, State, Postal code). Click to open Google Maps in a separate tab.

  • Map: view of the property location. 

  • Opportunities Widget: total opportunities organized by the number of Won, Approved, and Estimating opportunities.

  • Issues Widget: total issues organized by Open, Created, and Closed issues. The Created and Closed categories only account for the last 30 days. Click the widget to open the Issues dialog. 


Using the Notes Tab

Property Side panel notes tab

The Notes tab provides easy access to the following read-only note tabs released to property:

  • Property Notes

  • Operation Notes 

  • Snow Notes

  • Work Ticket Visit Notes 

  • Collection Notes

    • The side panel view for Notes opens the most recent note by default. Up to 10 notes are expandable.

    • To view information for more than 10 visit notes, click View More to open the Visit Notes dialog. File and photo attachments are viewable.

Note

If you select a read-only link without saving the changes you made on the details screen you are on, you must confirm the action before leaving the screen. 

Using the Property Timeline View Tab

When you are talking to a customer, you need the best information relating to the property they are trying to serve, and quick! While looking at the property details is necessary to be informed about the service you want to provide, and the side panel view has helped level up your knowledge of the property, now you can use Property Timeline view to see a quick overview of the actions taken on the property.

Expanding property side panel and property details screen with a Property Timeline, which consolidates recent activities relating to the property into a condensed view.

Note

The timeline tab displays a view of actions taken on your property, and only will display the last 90 days worth of activity. Timeline activity older than 90 days will not be displayed.  

You can filter on this panel to review All, Activity, Property, or Invoicing related actions that have been taken for the property. 

Filtering options for the Timeline Side Panel tab

When viewing details of the Timeline for your properties, you can review all timeline actions taken so far, or filter by Activity, Property, or Invoicing details: 

Using Timeline View on a Property

In addition to the property side panels having a Timeline View, your Property pages also have Timeline View added to them: 

Exporting Timeline View data

Timeline View on your properties and side panel support an export to PDF option in order to provide to your customers or other internal employees, if need be: 

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