Zentive HelpField-service support
SearchMain siteContact support
Customer Locations

Add and manage customer locations

Keep each property under the correct customer so crews arrive at the right address with the right instructions.

Article details and last review
Owner/AdminCustomers & Leads4 minutesUpdated Sep 23, 2026Current instructions
Verified for app v2026.07
Still need help?

Before you start

  • The main customer record already exists.

What you'll do

You will add each service property to the existing customer and make the correct location easy to select on jobs.

Add a service location

  1. 1

    Open the customer

    Go to Customers and open the correct customer record.

  2. 2

    Open Locations

    Choose the locations or addresses area, then select Add Location.

  3. 3

    Enter the service address

    Use the full street, city, state, and ZIP code. Confirm the map pin represents the real property.

  4. 4

    Add useful access details

    Record gate codes, parking instructions, building names, pets, or other safe arrival information.

  5. 5

    Use the location on a test job

    Create or open a job and confirm the correct property appears in the location selector and route.

Service location on a job

Do not put access codes in customer-facing text

Store sensitive access details only in the internal field intended for your team.

Did this solve your problem?

Still need help?

Contact Zentive support

Tell us what happened and what you have already tried. We will include this article so you do not have to start over.

Replies by emailLogin, billing, sync, and setup help
Get help with this

Keep going

Customers & Leads

Add a customer

Create one customer by hand from Customers → Add Customer or the setup guide, then use the record's quick actions to book work, quote, invoice, or invite them to the portal.

Open articleCustomers & Leads

Edit customer details

Change a customer’s contact details, address, status, and notes from Edit customer on the customer card, and understand what updates flow to invoices, QuickBooks, and the portal.

Open articleJobs & Scheduling

Create a job

Book a one-off job from Schedule → New work: customer, location, time and arrival window, crew or Needs Crew, services, and what the customer is told.

Open articleRouting & Dispatch

Build and optimize daily routes

Use Schedule → Routing → Build Today’s Routes to assign, sequence, optimize, and save each crew’s stops, then send the day plan to the crews.

Open articleCustomers & Leads

Import customers from a spreadsheet, QuickBooks, Jobber, or Housecall Pro

Upload a CSV or Excel export, check the column matches, review duplicates and errors, and import in one pass. Failed rows can be downloaded, fixed, and re-uploaded.

Open articleCustomers & Leads

Fix customer or employee import errors

What each import error means, how to fix the file, and how to re-upload only the failed rows.

Open article