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
Lesson 2 of 15
Customers and locations
Add a customer, attach their sites, and every job after this knows where it's going.
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 Circular Quay 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
What you'll have
Every job points at a real customer and a real site, so dispatchers book work without guessing where the crew should go.