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Job: Adding Customers and Service Location to Jobs

How to assign the customer and the specific property to the job.

Updated over 3 weeks ago

Customer Section

  • Add Customer: You can add one to many new and existing customers to the job.

  • Notify: Use the Notify Checkbox to control exactly who receives updates (e.g., notify the tenant, but bill the landlord).

  • Details: Specify the Customer Type, Responsible Party (who is paying the bill), and add any additional email entries.

  • Profile: A View Profile link is available after selection.

Service Location

  • Select: Choose an existing property or create a new one via the sidebar.

  • Preview: A Google Street View display will appear to confirm the location; you can use the toggle to hide this view.

  • Profile: A View Profile link is available after selection.


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