How to create a new Property in FireMate

Learn how to create a Property in FireMate!

Contents

1. Property Overview
2. Property Details
3. Contacts
   1. Create New Contacts

1. 1. Find Contacts
2. S&E Types
3. Notes and Attachments

Property Overview

Once your Customer and Contract has been created, you are ready to set up one or more Properties that will be serviced.

Property Details

1. To create a new Property, select [Create New Property] from the left menu on your Contract card.
2. A blank Property card will pop up, please enter the "Property Name" within the blank field.
3. Once the name has been entered, you can add the required information such as Address, key/access Notes, Region, Zones etc.
4. Select [Save]

Contacts

1. Select [Contact] Tab
2. Create New Contact or Find Contacts - Both are located at the bottom of the Contacts screen.

Create New Contact

1. To create new contacts, select [Create New Contacts]. The contact details page will then show. You can complete the following fields:
2. Contact Type: There are 6 contact types you can select. The types are Primary, Secondary, Admin, Accounts, Operations, Portal User. This option helps you identify the type of contact and this can be based on their role or how you wish to contact them, but it does not create any rules or actions based on what you select.
   
3. You can enter the First Name, Last Name, Phone, Mobile, Fax, Company, Position, Date of Birth, and Email. Not all fields are required but you need to make sure any details you do provide are correct and in the right format. For example, an email is an email, a phone number is in the right format, etc.
4. Contact Status: The contact status will be active unless the contact is no longer available or does not wish to be contacted, in which case you can change the status to inactive.

Find Contacts

1. To find a contact already entered within FireMate, select [Create New Contacts]. The Master Search will then appear with contact Item prepopulated.
2. Enter relevant details i.e., name or telephone number
3. Select [Search] and based on the filtered criteria the list of contacts will display.
4. Select the required contact and select [Add Contact(s) to Customer ID**]
5. The selected contact details will then be added to the customer.

Once the user added the customer contacts, Users can also perform below two actions:

1. Edit Contact Details: Users can edit existing contacts. Select the existing contact then [Edit Contact Details]
2. Remove: Users can remove the existing contact or contacts from the current location. Select the existing contact details from the contacts screen, then [Remove] will be activated and display at the bottom of the contact screen.

S&E Types

You can now select what systems you will be maintaining at this property.

1. Select [Select S&E Types]
2. A full list of all System and Equipment Types will appear on the right, to add to the property double click on the item.
3. Select [Save]

Notes & Attachments

If you have any notes or documents that are applicable to the Property, for example maps or permit forms, this can be added via the [Notes] and [Attachment] Tabs.

Notes

1. Select [New Note]
2. You can then enter your note within the "Note Description" field
3. Select the type of note and if this requires a start or expiry date.
4. Select [Save]

Attachments

1. Select [New Attachment]
2. Select [Browse] and select the document.
3. You can then update the name of the attachment and description within the "Name" and "Description" fields
4. Select [Save]