A work address is a location where work is carried out that's different from the customer's main address, such as a tenant's home, a construction site, or a commercial property. Each work address is linked to a specific customer, helping you keep accurate records of where each job takes place.
You can add multiple work addresses to one customer, making it easy to manage jobs across different sites. Once set up, the work address becomes the central point for related jobs, estimates, and opportunities, keeping everything organized and tied to the correct location.
View work address
âĄď¸ Navigate to the customer > "Work address" tab
All the work addresses associated with this customer will be displayed.
Work address tab
By default, the page will display active work addresses.
Search: Look for a specific work address.
Quick Filter: Filter work addresses by active or dormant status.
Add New Work Address: Create a new work address for the customer.
Download: Export the list of work addresses to Excel.
Print: Print the list of available work addresses.
Actions:
View: See the ongoing work, history, and any assigned service jobs for this work address.
Edit: Modify the work address information.
Delete: Remove the work address.
Add new work address
There are two ways to add a new work address to a customer:
âĄď¸ Navigate to the customer
Work address tab > Add new work address
Quick links > Add new work address
Landlord:
The landlord is the individual or entity who owns the property. The landlord holds the legal title to the property and has the authority to make decisions regarding its use and upkeep. Once you add a landlord, you cannot delete it. If no landlord details are entered for this work address, you can add them here.
Existing landlord - Search for the landlord's name.
New landlord - Add new landlord > Enter landlord details > Save.
Adding a landlord to a work address does not automatically set the invoice address to the landlord. To invoice the landlord, you must enable the "Landlord invoice address" from the Quick Links and generate a new invoice.
Address:
Ensure Address Line 1 and Postcode are completed accurately, as they are required for the scheduling engines to function properly.
Communication preferences:
Tick/untick communication preferences as required.
SMS communication preference will not show if the SMS module is inactive.
You can edit the communication preferences as needed.
For instance, providing the email address later requires manual activation of email communication preferences.
For more information, refer to the communication preference setup guide.
After creating or selecting a work address, you'll be taken to its details page. While the layout may vary slightly, the overall structure and purpose remain the same.
Left side panel
The left side of the page works the same way as on a customer record â the same blocks, and the same control over which ones show and in what order through Edit views, which each user sets for themselves across both customer and work address types. See Understanding Customers for what each block holds.
Three things differ on a work address:
Work address Details â the work address's own contact details and address. Clicking the phone number will initiate a call through an integrated phone system (if set up), and clicking the email opens the email builder directly.
Customer Details shows the parent customer this work address sits under, not the occupier. The work address's own details are in the block above.
The mini-map and the status icon show the work address, not the customer.
Work address record tabs
The record opens on All Works, which combines Ongoing Works and History, giving you a complete overview of all activity at that location. Each tab works the same way as its equivalent on a customer record.
All Works
Ongoing Works (current estimates and jobs) and a full History of all past works at this location. See Customer record: All Works & Communications tabs for full details.
Communications
Complete overview of all communications with this work address: pinned notes, records (notes, emails, calls), and scheduled activities. See Customer record: All Works & Communications tabs for full details.
Contacts
Stores contact information for this work address. Add, edit, delete, and set a primary contact. See Customer record: Contacts tab for full details.
Assets & Appliances
Lists all assets and appliances associated with this work address. Add new assets and appliances from here. See Customer record: Assets, Appliances & Files tabs for full details.
Files
Attach and manage files for this work address. See Customer record: Assets, Appliances & Files tabs for full details.
Which tabs appear can depend on the customer type and on what is enabled for your account, so your record may not look exactly like this. The Work Address tab itself can be renamed for a customer type.
Quick links
âĄď¸ Quick links
Invoice addresses
The landlord's invoice address and work address invoice address can be enabled or disabled by the edit option.
Click "Add new invoice address" to add a new invoice address.
If enabled, the address will show in the invoice addresses section.
Invoices are typically addressed to the main customer, but modifications may be necessary for specific situations, such as including a different name or address on the invoice PDF. The owner of the invoice remains the main customer.
Service plans
Service plans are a legacy feature. Contracts superseded them, so set new agreements up as contracts. Service plans you already have still work, and the steps below still apply to them â you do not need to move them.
A service plan is a comprehensive document detailing tasks, materials, costs, warranties, and other conditions related to a specific service.
Service plans are added, managed and edited the same way as on a customer record. See Customer record: Quick Links: Statements, Service Reminders & Contracts for those steps. Assigning one to a work address differs, and is covered below.
Assigning a service plan to a work address
âĄď¸ Locate the customer record > Work address > Quick links > Service plans > Add new service plan.
Choose plan: Select the desired service plan from the dropdown.
Set Expiry Date: Define the end date of the service plan.
Invoice address: All available invoice addresses will be displayed. Choose the relevant one.
Save: Finalize the service plan.
Export all work address data
You can export and download all files and data related to this work address.
Once the export is complete, the system will notify you, and a ZIP file containing the information will be available for download.
Delete work address
âĄď¸ Quick links > Delete work address > Type Delete > Delete
When you delete a work address, all associated data is permanently removed from your system. This action cannot be undone. The following linked records are deleted:
Estimates
Jobs
Invoices
Payments
Notes and communications
Assigned contacts
Files, assets, and more
A work address cannot be deleted if it has pending invoices or credit notes. A deleted work address cannot be recovered.
Only delete a work address if you are certain it is no longer needed. Consider exporting the data first if you need a backup.
Managing a work address
Accurate work address details are essential for completing tasks correctly, ensuring users are directed to the right property, and maintaining accurate historical records.
Editing a work address â the landlord, the address details, Other details and communication preferences â works the same way as from the customer record. See Customer record: Work Addresses tab for the full steps, including what happens to property history and when landlord details can be edited.
Edits affect all historical records.
You can also merge/transfer work addresses from one customer to another.