Add and update saved properties
A saved property is a reusable home record in the customer account containing supported address and service details.
By TidyOps
Manage homes from your customer account
Saved properties are managed inside the customer account, not on a separate Properties page. A saved home can be reused when starting a later estimate.
- 1Sign in and open Account.
- 2Find the saved homes section.
- 3Add a home or choose an existing home to update its supported address, size, room, pet, access, and service details.
- 4Save the home before leaving the form.
- 5When you start a later estimate, select the saved home and confirm that its details are still accurate.
What should I check before reusing a saved home?
Confirm the address, size, rooms, pets, and service-relevant access details before starting another estimate.
For example, a customer who adds a bathroom should update the saved home before requesting the next estimate. Save the change, select that home in the estimate flow, and check the summary. Reusing a home reduces repeated entry but does not mean an old estimate remains valid after the property changes.
What are the limits of this workflow?
A saved home is not a confirmed booking. Do not use notes to store payment credentials or alarm secrets, and do not expect a separate Properties workspace outside Account.