How do I manage a customer's service locations?

Open the customer's profile and go to the Location tab. Add a location with Actions›+ Create Service Location, and edit or delete extra locations from the three-dot menu next to each one.

View a customer's locations

1. Open the customer's profile from the Customer module.
2. Click the Location tab.

The list shows each location's name, contact person, service address, phone number and email. Use the filter bar to find a location, and Clear Filter to reset.

Add a service location

A customer can have several service locations. They all share the same billing address under one profile.

1. On the Location tab, click Actions›+ Create Service Location.

2. Fill in the location details. Only the address and phone number are required.

   • Location Name: the building or site name.
   • First and Last Name: the contact person at the location.
   • Tax Rate: the tax rate for this location.
   • Street, City, State, ZIP (required).
   • Phone (required) and Email.

3. Validate the address. Latitude and longitude fill in automatically.

4. Click Save. The location appears in the list.

Edit a location

Main service location:

1. In the customer's profile, click Edit Contact.
2. Update the address.
3. Validate the address and click Save.

Other locations:

1. Find the location in the list.

2. Click the three dots next to it and choose Edit.

3. Make your changes, validate the address, and click Save.

Delete a location

You can delete extra locations only. The main service location can't be deleted, only updated.

1. Find the location in the list.

2. Click the three dots and choose Delete.

3. Click Yes to confirm, or No to keep it.

Deleting a location is permanent and may affect other parts of the system.

Common questions