Setup task
Add customers and locations
Create customer and branch records so appointments, jobs, and reports point to the right place.
Audience: Owner, admin, front desk, or dispatcher
Product screenshot
Location setup screenshot
Place a screenshot here showing a customer record with branch name, address, access notes, preferred service windows, and contact fields.
What to do
Follow these steps in order. Keep it simple — refine after the first real workflow works.
- 1Create the customer or account record before adding locations.
- 2Add each physical branch, room, clinic location, service address, or customer site as a separate location.
- 3Use names people say in daily work, such as Sathorn Tower or Client site B12.
- 4Add access notes, preferred service windows, parking or arrival notes, and the operational contact.
- 5Review duplicate customers before importing historical appointment or job data.
You're done when…
Use this quick check before moving to the next setup task.
- Every active branch or customer site has one clear record.
- Dispatchers can search by the location name used in daily operations.
- Access notes are specific enough for a new staff member to follow.
- Duplicate customers are merged or marked before go-live.
Why this matters
How this task connects to the rest of the product.
- Feeds
- Jobs, schedule cards, dispatch view, invoices, customer history, and customer-facing confirmation pages.
- Depends on
- A clean customer record, branch/site naming, location address, access notes, and operational contact details.
- Breaks if skipped
- Jobs can be created without the correct service address, invoices miss location context, and dispatchers must guess where staff should go.
Expected outcome
Add customers and locations
Front desk teams and dispatchers can create appointments without guessing where the work should happen.