Adding Job Locations
You may have customers who have a rental home or maybe they have a business address that needs to be serviced. Or maybe it's a big commercial customer with multiple locations. That's easily handled within The Customer Factor.
If you're not sure where the job location feature is and/or how to access it, please look at this screenshot:
All customer profile screens contain a "Job Location" feature where you can simply click the "Add" image to the right of "Job Location(s)" which will open up a job location window that looks like this:
The first thing you'll notice is that you have a residential and commercial option. If you're adding an additional job location for a residential customer, then this option defaults to "residential". And similarly if you're adding an additional job location for a commercial customer, then this option defaults to "commercial". Where this comes in handy is maybe a residential customer wants you to service their business. Or visa versa, maybe a commercial customer wants you to service their home.
Next, you have the option of making the job location address the "bill to" address which will mean that on invoices, work orders, and customer estimates, the address in the "customer information" section will be the job location.
You can also change the "bill to" name. It always defaults to the main customer name, but you may want a different "bill to" name on invoices, work orders, and customer estimates. So you can choose the other option as shown above and insert a different name.
The rest of the job location window as shown in the above screenshot is self-explanatory as far as address, address 2, etc. etc.
So now let's click on "Add Additional Information" at bottom of the job location window:
When you click "Add Additional Information" it opens up the above area.
As you can see, you can add additional contact people, additional phone numbers, additional email addresses, and additional job specific notes and/or directions. So for example, maybe you have a hospital as the main customer, but you service multiple locations and each location has a different contact person and that contact person needs to get the invoice.
Or maybe there are some specific notes related to each job location that is over and above the general notes which are in the customer profile screen.
Or maybe you work with property managers or realtors or any number of other management type companies who "manage" and when you service the homes/businesses they manage, there is more job location info that you need to have a record of.
When you're done go ahead and click "Save". As soon as you add at least one location for a customer, then whenever you schedule a job for the customer you'll have the opportunity to choose from a "Job Location" column as shown here:
So in the example above 1201 Creighton Road is the main customer's address so that will show in the dropdown by default, but if you click the down arrow in that dropdown you'll be able to select any of the job locations that you previously created:
Whatever location you select in the dropdown will display on all invoices, work orders, and estimates so that both you and the customer know where the work was performed.