How to manage customer addresses in JobSheet

Steps

1. Open Customers and select the customer (landlord, agent, or homeowner).
2. On the customer profile, find the Addresses section.
3. Choose Add address.
4. Enter an optional Label (for example Flat 4 or Site store).
5. Complete Line 1, town, and Postcode (required so operatives can find the site on the map).
6. Choose Add address to save.

Edit or remove an address

1. On the customer profile Addresses list, choose Edit on the row you need.
2. Update the label or structured address fields, then save.
3. To remove an address, choose Remove. The default invoice address cannot be deleted from here.

Using saved addresses on jobs and quotes

When you set site address on a quote or job sheet (or works order Intake), pick Search saved addresses to filter and select a saved site. Choose Add manually for a one-off address; manual sites on a customer can be saved for reuse.

The customer’s primary invoice address is set when you create the customer or import from Companies House.

Related guides

• Add a customer
• Run a works order workflow
• Create a quote with line items