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
Open the customer
Go to Customers and open the correct customer record.
- 2
Open Locations
Choose the locations or addresses area, then select Add Location.
- 3
Enter the service address
Use the full street, city, state, and ZIP code. Confirm the map pin represents the real property.
- 4
Add useful access details
Record gate codes, parking instructions, building names, pets, or other safe arrival information.
- 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.
Do not put access codes in customer-facing text
Store sensitive access details only in the internal field intended for your team.
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