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Customer record: Work Addresses tab

Covers the Work Addresses tab on a customer record: adding work addresses, managing property history, editing, landlord setup, and communication preferences.

Work Addresses tab

The Work Address tab lists all addresses that belong under a main customer — for example, tenanted properties would be added as work addresses under an estate agent main customer. The left side of the page displays the owner of the work address, with the occupier below them.

  • This tab only pulls communication relevant to the specific work address, ensuring that emails or records related to the property owner are not mixed in.

  • Users can also add new estimates and jobs directly from this tab.

Adding a Work Address

Record the customer's owned or managed properties for adding jobs, estimates, opportunities and to maintain an accurate property history.

➡️ Navigate to the Customer record > Go to work address tab > Click Add new work address

➡️ Navigate to the Customer record > Go to Quick links > Click Add new work address

  1. Add New Work Address and Landlord

    • Existing Landlord: Click the drop-down field, start typing the landlord's name, and select from search results.

    • New Landlord: Click Add new landlord, enter the details, and Save.

  2. Enter "Property Details"

    • Under Address, enter all contact and property details.

    • Address Line 1 is required.

    • Surname will default to 'Occupier' if not entered.

  3. Set Communication Preferences

    • Tick/untick preferences as necessary.

  4. Click "Add Work Address".

  5. View Work Address

    • Work address details will be displayed under customer details in the property dashboard side panel.

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.

If a mistake is made or additional occupier contact information is provided, editing the work address ensures details remain accurate.

Property history

work address history.png

Work addresses hold no financial responsibility for invoices — the totals and balances will display blank in the history. To view a quick breakdown of a work address invoice, hover the mouse over the 'Invoices' status on the record.

The work address history shows all past jobs (completed/aborted), estimates and opportunities as all financial responsibility is with the parent property.

Editing a work address

➡️ Navigate to the Work address record > Edit > Amend as required > Save

Edits affect all historical records.

Landlord

➡️ Existing Landlord

  1. Click the drop-down field

  2. Begin typing the name

  3. Select from search results.

➡️ New Landlord

  1. Add new landlord

  2. Enter details

  3. Save.

Edit Work Address Details

  • Amend customer details (Surname required).

  • Amend property address (Address line 1 required).

  • Set status (Active/Dormant).

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

➡️ Tick/untick preferences as per the customer's request.

  • The Work Address tab name may differ if customised for a customer type.

  • Landlord details can only be edited if they are enabled as an invoice address.

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