You can add as many addresses to a customer profile as you like at any time.
If you are communicating and invoicing everything to one customer for multiple locations, follow the steps below.
If you are communicating with one customer, but invoicing another (i.e. property management companies and tenants), you will need to set up a parent-child relationship instead.
Click on the 'Customers' icon in your navigation bar and open the customer profile
Make sure you're in the 'Profile' section of the customer profile
Click the '+' sign (to the right of the search bar under the map)
Type the new address into the 'Add Address' pop up
Be sure to select the correct address from the drop-down menu of Google verified suggestions so the correct time zone can be pulled along with the address.
If the address has a unit number or letter, include a '#' before to help Google Maps differentiate the address from the unit.
Check the box next to 'Set as billing' if you'd like to save this as the billing address for the customer
4. Click 'Add' to save and that's it!
Click on the 'More' icon (3 vertical dots) to the right of the address to:
Create a new estimate
Edit the address (includes address notes)
Delete the address
Add or edit service agreements (if applicable)
Add Multiple Addresses (iPhone)
Add multiple addresses to a customer profile from the iPhone mobile app.
To create additional addresses for a customer profile, follow the steps in this quick walkthrough video below.
For step-by-step instructions, please look below the video.
Click the 'Customers' icon at the bottom of the mobile app
Select the customer from the list
Click 'Edit' in the top right corner of the customer profile
Click [+ Address] located under any existing addresses
Begin to type in the address in the Google search bar.
Select the correct address once it appears in the drop down menu
After you've selected the address, you will see all the included information for this address to confirm
Here, you can edit the address, set as the billing address, or add in any notes for this address (or delete).
Once it looks good to go, press the back arrow in the upper left corner.
Press 'Save' in the upper right corner and you're all done!
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