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Customer Profile: Manage Service Locations

Download Customer Profile: Manage Service Locations PDF

View Service Locations

  1. Go to the Location tab in the customer’s profile.
  2. You’ll see a list of all the customer’s service locations here.
    • Note: Billing addresses are not shown in this list. If you want the billing address to show, you must add it as a service location.

The list includes:

  • Location name
  • Contact person’s name
  • Service address
  • Contact person’s phone number
  • Email address

Sort and Filter the List

  • Sort by clicking any column header (Location Name, Contact Name, or Address).
  • Filter using the Filter Bar to quickly find a location.
  • Click Clear Filter to reset the search.

Adjust Page View

  • You can choose how many locations to see per page: 5, 10, 20, or 50.
  • Use Previous and Next to move between pages.

Add a Service Location

Some clients have more than one service location. All of them will share the same billing address under one profile.

To Add a New Location:

  1. Go to the Location tab and click Actions/+ Create Service Location.
  2. Fill in the service location details. Fields with * are required.

Required Fields:

  • Location Name – The name of the building or site
  • First & Last Name – Contact person at the location
  • Tax Rate – Specific to this location
  • Street, City, State*, ZIP*** – Address details
  • Phone, Email* – Contact info
  1. Validate the address. Latitude and longitude will fill in automatically.
  2. Click Save.

The new location will appear in the list.

Update a Service Location

Main Service Location

  1. Click the Edit Contact button in the customer’s profile.
  2. Update the address as needed.
  3. Validate the address and click Save.

Additional Service Locations

  1. Find the location in the list.
  2. Click the 3-dot menu beside it, then choose Edit.
  3. Make your changes.
  4. Validate the address and click Save.

Delete a Service Location

Only additional service locations can be deleted. The main service location cannot be deleted. You can only update it.

To delete a service location:

  1. Find the location in the list.
  2. Click the 3-dot menu and select Delete.
  3. Confirm by selecting Yes on the pop-up window.
    • Select No if you don’t want to delete it.

⚠️ Warning: Deleting a service location is permanent and may affect other parts of the system.

The Service Location will be removed from the list.