We’re trying to find a better way to store irrigation-specific property information so it’s easily visible to irrigation techs in the field, without cluttering operations notes for other departments.
Examples of the info we’d like techs to see:
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Controller type and location
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Backflow type and location
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Zone count
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Valve box count and locations
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Other irrigation-only features
Right now, the only obvious place is Operations Notes, but that information isn’t relevant to landscaping, mowing, or fertilizer crews and quickly becomes noise for those teams.
We’d also prefer not to store this in Opportunity Operations Notes, since if a job is recreated instead of renewed or a repair opportunity would be added, that information is lost and no longer visible to the tech.
Has anyone found a good alternative approach?
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Tags that techs can see?
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Custom fields tied to the property- Can they be seen on the mobile app
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Attachments, checklists, or another workflow that keeps irrigation data persistent and easy for techs to access?
Would love to hear how others are handling this.
