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Customer Locations

This guide covers managing customer sites and properties where work is performed.

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Understanding Locations

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Location vs Customer Address

A single customer can have:

• One billing address (stored on customer record)
• Multiple locations (work sites, properties, branches)

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Why Use Locations

• Track multiple job sites for one customer
• Store site-specific access instructions
• Link assets to their physical location
• Generate accurate job directions
• Maintain service history per site

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Adding a New Location

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From Customer Detail

1. Navigate to Customers
2. Click on the customer name to open detail view
3. Go to the Locations tab
4. Click Add Location
5. Enter location details
6. Click Save

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Quick Add from Job Creation

1. When creating a job, select a customer
2. Click Add New Location in the location dropdown
3. Enter location details
4. Location is saved and automatically selected

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Location Information Fields

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Basic Information

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Address Details

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Site Contact

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Access Information

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Internal Notes

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Editing Locations

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Opening for Edit

1. Navigate to the customer
2. Go to Locations tab
3. Click on the location name
4. Click Edit
5. Make changes
6. Click Save

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Bulk Location Updates

For customers with many locations:

1. Open customer detail
2. Go to Locations tab
3. Select multiple locations using checkboxes
4. Click Bulk Actions
5. Choose action (update status, add tag)
6. Apply changes

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Location Status Management

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Active vs Inactive

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Deactivating a Location

1. Open the location
2. Click Edit
3. Change Status to Inactive
4. Save

Inactive locations:

• Hidden from job creation dropdowns
• Historical data preserved
• Can be reactivated at any time

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Linking Locations to Jobs

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When Creating a Job

1. Select the customer
2. Choose location from dropdown
3. Location address auto-populates job address
4. Access instructions copy to job notes

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Changing Job Location

1. Open the job
2. Click Edit
3. Select new location
4. Confirm address update
5. Save

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Assets at Locations

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Viewing Location Assets

1. Open location detail
2. Go to Assets tab
3. View all equipment at this site

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Adding Assets to Location

1. Open location detail
2. Go to Assets tab
3. Click Add Asset
4. Enter asset details
5. Asset is linked to this location

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Location Search and Filters

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Finding Locations

Search across all locations by:

• Location name
• Address
• Customer name
• Site contact

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Filtering Locations

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Best Practices

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Naming Conventions

• Use descriptive, consistent names
• Include identifiers (building number, unit)
• Avoid generic names like “Site 1”

Examples:

• “Downtown Office - Level 3”
• “Warehouse - 42 Industrial Ave”
• “Smith Residence - Main House”

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Address Accuracy

• Verify addresses before saving
• Include unit numbers and building names
• Add landmarks in access instructions
• Update when details change

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Access Information

• Document all entry procedures
• Update gate codes when they change
• Note parking restrictions
• Include emergency contact details

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Site Organization

• Group related sites logically
• Use location types for filtering
• Deactivate rather than delete old locations
• Keep service history notes current

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Troubleshooting

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Location Not Showing in Job Creation

Cause: Location may be inactive Solution:

1. Check location status
2. Reactivate if needed
3. Refresh the page

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Duplicate Locations

Solution:

1. Identify the primary record
2. Update jobs to use correct location
3. Deactivate or delete duplicate
4. Merge assets if applicable

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Address Not Mapping Correctly

Solution:

1. Verify address format
2. Include postal code
3. Check country selection
4. Use standard abbreviations

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