Adding a work address

Purpose: Record your customer’s owned or managed properties for adding jobs/estimates/opportunities and an accurate property history.

Please note:

Landlord details cannot be edited unless enabled as an invoice address.
Surname will default to ‘Occupier’ if not entered.
Accurate address line 1 and postcode required for use with scheduling engine (Customer journey+).
Name of Work address tab may be different if this has been changed for a customer type.
A communication can be sent manually if the communication preference is not ticked.
SMS communication preference will not show if SMS module is not active.
Details can be edited at any time if the information hasn't been provided yet.
SMS module is an optional paid feature.
Postcode lookups is an optional paid feature.

1. Navigate to customer

2. Add new Work address > Landlord

Existing landlord - Click drop-down field > Begin typing name > Select from search results
New landlord - Add new landlord > Enter landlord details > Save

3. Address > Enter contact and property details - Address line 1 required

4. Communication preferences > Tick/untick preferences as required > Add work address.

5. Work address details are displayed under customer details in property dashboard side panel.