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 “Phone” and “Email”
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.
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 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.
