Due to how we collect data on your client's home, a home address cannot be edited after they've been added to Homebot's system. Instead, the new address must be added and the old one deleted.
You can add a new address for your client in the following ways:
Directly from the ADD CLIENT tab.
By clicking +Add Home from your client's digest
Once you've added the new client's address, delete the old address from the client's profile.
Co-owners will not be automatically connected to the new address. You'll need to add them manually. See the instructions at the bottom of this article.
ADD HOME FROM YOUR CLIENTS DIGEST
Search and select your client from the HOMEOWNERS tab:
Click Preview Digest from the client's profile page:
Select Add a Home:
Enter in the new address for your client:
Once the new address is added, select the old address from the drop-down menu (you may need to refresh your screen first):
Click 'Back to Client' in the top left corner:
Select 'Delete this home':
Confirm you'd like to delete this home in the pop-up:
That's it! Your client will now start receiving a digest for the new address and stop receiving the old one.
ADD A CO-OWNER
Once the home has been added, find and select the client under the homeowner tab and follow the instructions below:
Have questions? Send us a direct message using the pink icon in the bottom right corner of your screen.