A work address is a location where work is carried out thatâs different from the customerâs main address, such as a tenantâs 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 organised 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 âLandlord invoice addressâ 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.
The record includes several tabs, with the default being All Works, which combines both Ongoing Works and History, giving you a complete overview of all activity at that location.
Left Side Panel
Once the work address is added, the left side of the page contains various sections, replacing the old Property tab. The information displayed in each section can be customized, along with the order in which they appear, with the exception of Customer Details and Whoâs Viewing, which are locked in place. To edit these fields, scroll to the bottom of the page and click Edit Views. Customisation is done at a user level, allowing each user to have a personalised view for all customer and work address types.
Mini-map: Displays the work address's map for quick reference.
Icons:
Work address Status Icon: Shows the current status of the work address (e.g., active, inactive).
Debt and Debt Age Icon: Displays any outstanding debt and its age, allowing easy tracking of overdue payments.
Account Credit Icon: Indicates if the work address has any account credit.
Customer Details: Contains the customerâs 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.
Work address Details: Contains the work address 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.
Service Reminders: Now located here after the reminders tab was removed.
Other Details: Always visible for quick access of the details.
Technical References: Always visible and accessible for editing, making key details immediately available.
Contracts: Displays the contract details associated with the customer.
Service Plan: Displays the service plan assigned to a customer.
Edit views: This side panel is customisable at the user level, allowing users to change the order of blocks and choose which details to display. Any changes are saved automatically for each user.
Work address Record Tabs
All Works
Loads by default, showing Ongoing Works (current estimates and jobs) and a full History of all past works at this location. Works the same way as on a customer record. 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. Works the same way as on a customer record. 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. Works the same way as on a customer record. 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. Works the same way as on a customer record. See Customer record: Assets, Appliances & Files tabs for full details.
Files
Attach and manage files for this work address. Works the same way as on a customer record. See Customer record: Assets, Appliances & Files tabs for full details.
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
A service plan is a comprehensive document detailing tasks, materials, costs, warranties, and other conditions related to a specific service.
Adding a Service Plan
âĄď¸ Profile icon > Settings > Customers > Service plans
Name the service plan in the 'Service plan' field under Add a new service plan.
Add the necessary details if required.
Click Add service plan.
Managing a Service Plan
To edit: âĄď¸ Click Edit > Amend > Click Save service plan
To delete: âĄď¸ Click Delete > Type delete > Click Delete
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: Finalise the service plan.
Linked addresses appear under "Properties" associated with the customer.
Managing the assigned service plan
To edit: âĄď¸ Click Edit > Amend > Click Save
To delete: âĄď¸ Click Delete > Type delete > Click Delete
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
When you delete a work address, all associated data will also be permanently removed from your system. This action cannot be undone.
The following linked records will be deleted:
Estimates
Jobs
Invoices
Payments
Notes and communications
Assigned contacts
Files, assets, and more
Only delete a work address if you are certain it is no longer needed. Consider exporting data before deletion if you require a backup.
Managing 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.
If a mistake is made or additional occupier contact information is provided, editing the work address ensures details remain accurate.
Edit work address
âĄď¸ Work address record > Edit > Amend as required > Save
Landlord
âĄď¸ Existing Landlord
Click the drop-down field
Begin typing the name
Select from search results.
âĄď¸ New Landlord
Add new landlord
Enter details
Save.
Edit Work Address Details
Amend customer details (Surname required).
Amend property address (Address line 1 required).
Set status (Active/Dormant).
Edits affect all historical records.
Other Details
Building Type: Select from the drop-down.
Vacant Property: Select from the drop-down.
After Sales Communication: Tick to enable or untick to disable.
Communication Preferences
âĄď¸ Tick/untick preferences as per the customer's request.
Delete work address
âĄď¸ Delete > Type Delete > Delete
A work address cannot be deleted with pending invoices or credit notes.
By deleting a work address, estimates, jobs, invoices, and payments associated with the work address will be deleted. A deleted work address cannot be recovered.
You can also merge/transfer work addresses from one customer to another.