Managing customers with multiple sites or properties
Landlords, property managers and commercial clients often have multiple properties or sites. Trade2Base lets you store multiple addresses under a single customer record, so job history and invoicing stay organised by property.
How to set up multiple sites
Navigate to the customer from the Customers list. On their record, click Add site in the Sites section.
Give the site a clear name that identifies the property (e.g. "23 Park Road rental" or "Office — Manchester") and enter the full address.
When creating a new job for this customer, choose the relevant site from the Site dropdown. The job is then linked to that specific property.
Every site has its own job history, compliance certificates and notes. You can view all jobs at a specific property without wading through unrelated records.
You can raise invoices against the customer as a whole or against a specific site. This lets you bill a landlord for all their properties in one invoice, or bill per-property if your contract requires it.
The customer can see all their sites in the portal and filter their jobs and documents by property, making it easy for a property manager to find what they need for each address.
There is no limit on the number of sites per customer. Property managers with 50+ properties use Trade2Base to manage their entire portfolio under a single account.
Frequently asked questions
Yes. Open the job, click Edit job details and change the Site field to the correct property. The job history moves with it, including any photos, notes and compliance certificates.
Yes. Each site can have its own contact name, phone number and email address. This is useful when a property has an on-site manager or tenant who is the primary point of contact for that property.
Yes. Go to the site record and click Reports. You can generate a compliance history report showing all certificates and inspections for that property, which is useful for landlord compliance packs.
Yes. Open the site record and click Archive site. Archived sites and their job history are preserved for record-keeping but no longer appear in active dropdowns when creating new jobs.
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