This Help Article covers:
General/Overview:
A Customer can have multiple Locations (Job Site/Addresses) where work can be carried out.
Each Location can have a different Contact Person.
Each Location can have Site-specific “Details” for the Location that will populate the Job's “Full Job Notes” field when the Job Site/Address is selected.
Adding a Customer Location is done from the Locations Top Tab of the Customer Window OR from the Job when entering the Job Site/Address.
Editing a Customer Location is done from the Locations Top Tab of the Customer Window.
⚠️ NOTE: When saving a Job Location, Katipolt looks at the "Name" entry to give the Location its unique identifier, so if you have a Location without a Name entry, Katipolt won't let you Save as a second location if you already have a location without a Name entry.
To Add or Edit a Job Location from a Customer
Quick Flow:
Customer Window
Locations Top Tab
Locations Expandable Section
[+ADD]
Location Details
[SAVE]
1. From the Customer Window, Press the Locations Top Tab to display the Locations Expandable Section, then Press the [+ADD] button to add a new Location.
2. From the new Location Window, complete the Location Details;
Enter a "Name" for the Location (optional)
Add an "Address*" for the Location
Select a "Contact" Person for the Location
Enter any Site-specific "Detail" you want to populate to that Job (optional)
💡 TIP: For a Contact Person to be available for selection as a Location/Site "Contact", they need to have been entered as a Contact Person first.
3. When finished [SAVE]
⚠️ NOTE: Changing the Customer's "Primary Job Contact" will not override any entered Location/Site Contact People, this will need to be done manually for each Location/Site.
⚠️ NOTE: You cannot make a Contact's Person Inactive while they are the Contact for a Location/Site. Either Select another Contact Person or clear the Contact Person
To Add a Job Location from a Job
Quick Flow:
Job Window
Job Site/Address
Open Address Details icon
[SAVE AS SITE]
Name
[SAVE]
1. From a Job Window’s Job Site/Address field, Enter the address to display a list of options and select an option
2. From the Job Site/Address, Press the Open Address Details Icon to open the Job Site/Address popup, then Press [SAVE AS SITE] to display the Customer Locations popup
3. From the Customer Locations popup, Enter a Location "Name", then Press [SAVE] to return to the Job with the Job Site/Address displaying the Location "Name"
To Select a Customer Job Location
Selecting a Customer Job Location is done from the "Job Site/Address" field of a Job Window.
Quick Flow;
Job Window
Job Site/Address
More Options Icon
Location/Site
[SAVE]
1. From a Job Window’s Job Site/Address field, Press anywhere in the Job Site/Address field to display the More Options Icon (Don't Press on the Open Address Details Icon)
2. From a Job Window's Job Site/Address field, Press the More Options Icon to display a List of entered Location/Sites, then Select a Location/Site as the Job Site/Address, then Press [SAVE] of the Job Window
💡 TIP: The Job Site/Address default populates from the Default Job Site/Address entered at the Customer, so if the Customer has multiple Location/Sites, leave the Default Job Site/Address field of the Customer "blank", then select the Location/Site when adding the Job.
