How does everything fit together within SortScape?

SortScape has many pieces to it. Here’s a high-level summary of how everything fits together.

• A contact which is a person (e.g. John Smith with phone 0494809943 and email john@smith.com.au)
• A property which is a place you go to perform the job. It has an address, suburb and post code. A property belongs to a contact. A contact might have one or more properties.
• A job belongs to a property. It has a due date and estimated time, value and notes. You can create one or more jobs for a given property.
• An issue also belongs to a property. An open issue appears on any job for that property until it is marked complete. When you complete it from a job, it stays visible on that job (with a green tick) so you can see which job it was done on.

Property name

A property can also have a property name, separate from the street address. The name is optional. It is not the contact’s name.

The address search fills it in. Pick a named place, such as a business, a park or a complex, and SortScape saves that place’s name as the property name. If the place has a street, you see the name and the street. If it has no street number, the address line is the same as the name, and the suburb, state and postcode still fill in. Pick an ordinary street address and no property name is saved.

On the property, the Property name line only shows when a name has been saved. A property with no name just shows the address.

To change or clear a name, open the property and click Edit. Property name is on that form when a name is already saved. Clear it and save, and the line disappears. Searching again and picking a street address clears the name too.

Adding a new customer

SortScape does not have a separate “client” record. To add a new customer, add a property and link it to a service contact. To bring a whole list across, import your customers.