Property Data 🏠

Valued Contributor II

In the US, there is a feature called Property Data. (To learn more about it you can go to the little question mark help centre on your dashboard and type in “property data”). Check this out: 

We recommend the following best practices when using the Property Data Display: 

  • Check to see if the property is owner-occupied or not. 
  • Check the age, square footage, and value of the home to see if there's an upsell opportunity. 

This feature would be a game changer! 🤯 You would know the potential before entering a client’s home. If their home is 15 years old, there’s a good chance it has the original equipment from when it was built. Maybe you can sell them new equipment? It can also then help you to determine the best tech for the job. Why would you love to see this feature come here? 🤔 Share your thoughts on this below! 👇  

Have you or your company found any workarounds or resources that could help you to gain insight on properties? We would love to hear your ideas and resources! Please share them below or feel free to create your own post and start up a conversation about this topic! 


Khiana Klatt
CSR ServicePlus Heating and Cooling