This Help Article covers:
General/Overview:
When entering a new Customer, the first Location (Job Site/Address) is created using the New Customer entries:
Primary Contact: First Name / Last Name - Creates the first Location’s “Contact”
Primary Contact: Email / Business Phone - Creates the first Location’s Contact’s “Email” and “Phone”
Customer Details: Street Address - Creates the first Location "Address*"
On Save, the first Location creates and populates the Customer's Default Job Site/Address.
⚠️ NOTE: The first Location is created without a "Name" as there is only one location.
⚠️ NOTE: If the "Street Address" is NOT entered when creating the new Customer, the Customer's first Location and Default Job Site/Address populate with the Customer's Contact's Name. You will need to go to the Location and Enter an Address*.
Additional Locations can be added as a Customer may have multiple Job Sites where work is carried out.
Additional Locations can be added in two ways, from a:
Customer - From the Customer Window's Locations Top Tab, and
Job - From the Job's Job Site/Address field's Popup
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 Location is selected as the Job's Job Site/Address.
To Add a 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 display the New Location Popup
2. From the New Location Popup, complete the Location Details:
Enter a "Name" for the Location (Must be a Unique Name)
Add an "Address*" for the Location
Select a "Contact" Person for the Location (Optional)
Enter any Site-specific "Detail" you want to populate to that Job (Optional)
⚠️ NOTE: As the first Location is created without a "Name", Additional Locations require a Unique Name, as the "Name" is used to identify the Location. I.E. you can't Save another Location without a "Name" entered, as a Location without a "Name" already exists.
💡 TIP: If the Location does not have a specific Name, for the Unique Name, use the Street Number and Street Name.
💡 TIP: For a Contact Person to be available for selection as a Location "Contact", they need to have been entered as a Customer's Contact Person first.
💡 TIP: Text entered into the "Detail" field of the Location will populate to the Katipolt Desktop Job's Full Job Notes, in turn to the Katipolt Mobile App Job's Full Job Notes.
3. When finished [SAVE]
⚠️ NOTE: Changing the Customer's "Primary Job Contact" will not override any entered Contact Person for a Location, this needs to be done manually for and at each Location.
⚠️ NOTE: You cannot make a Customer's Contact Person Inactive while they are the Contact for a Location. Either: Select another Contact Person for, or clear the Contact Person from, any Locations.
To Edit a Location from a Customer
⚠️ NOTE: Editing the Location Information at the Customer does not "Push" the editing to already created Jobs. To update the information of already created Jobs, the Job Site/Address Dropdown of the Job needs to be used to Re-select the Location and update the information.
1. From the Customer Window, Press the Locations Top Tab to display the Locations Expandable Section, then Press on a Location to launch the Location Popup
2. From the Location Popup, Edit as required, then Press [SAVE] to save the editing
To Add a 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 New Location Popup
3. From the New Location Popup, Enter a Location "Name", then Press [SAVE] to return to the Job with the Job Site/Address displaying the Location "Name" and Address
⚠️ NOTE: Locations cannot be Edited from the Job. To Edit a Location, go to the Customer Window's Locations Top Tab.
To Select a Customer Location as a Job Site
Selecting a Customer Location as a Job Site is done from the "Job Site/Address" field of a Job Window.
⚠️ NOTE: If the Job Site has not been added as a Customer Location, the Site will not be available for "Selection" and the Job Site/Address will need to be entered as a new Address or added as a new Location from the Job.
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 Locations, then Select a Location 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 Job Sites and you don't want to accidentally put the wrong Location on a Job, leave the Default Job Site/Address field of the Customer "blank", then select a Location for the Job Site/Address when adding the Job.
