Sign up Sign in

How to manage customer addresses in JobSheet

· Updated

Steps

  1. Open Customers and select the customer (landlord, agent, or homeowner).
  2. On the customer profile, find the Addresses section.
Addresses section on Megan Walsh’s profile on a computer
On a computer
Addresses section on Megan Walsh’s profile on a phone
On a phone
  1. Choose Add address.
Add address form with Label and Line 1 on a computer
On a computer
Add address form with Label and Line 1 on a phone
On a phone
  1. Enter an optional Label (for example Flat 4 or Site store).
  2. Complete Line 1, town, and Postcode (required so operatives can find the site on the map).
  3. 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 choose 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.

Try JobSheet free for 14 days

Set up your workspace in about a minute. No card required.

14 Day Free Trial View pricing