Customer Addresses

In the Navigation menu, selecting Customers opens the All Customers page to review customer records.

Search box: Type any customer name (or partial) and click Search to find a customer record.

Each customer is listed in a grid with a quick-access clickable dashboard of five key Work Event statuses and the current number of Work Events in each status.

[Customer Name]: These are clickable links to access the respective customer record.

  1. Addresses tab: Displays all site addresses on file for this customer.
    New addresses are added in one of four ways:
    1. Manually. Click Create new Address.
      1. Location ID: A user generated field to serve as a unique location key for this customer site address.  
        1. Preferred option is to use a standard format representing the store number (e.g. Acme Hardware #345 could be AH#00345 for example).
        2. Alternative option is to use a five-digit street number concatenated with the zip code (e.g., 123 Main St, Frisco, TX 75033 would be 1230075033)
      2. Ship to Customer Name: (Optional) Used in cases where you are performing subcontracted work at a third-party site.  For example, if you are working at an Acme Hardware location but the client that subcontracted the work to you is Alignment Networks, LLC, this field would say Acme Hardware #45671 so that Service Providers are aware of the actual site identity.
      3. Search Address: Begin typing the full address here and valid addresses will begin to display that match the entered data.  Include city, state, country, postal code, and more to get the most accurate options.  Once the desired address is shown, click to select it.
        1. Street 1, Street 2, City, and Postal Code will remain editable if you need to tweak the address.
      4. Contact First Name, Contact Last Name, Contact Email, Contact Phone Number: (Optional) The contact information of the customer representative at the customer site. Often this is not known and you may enter MOD LOD (for ‘manager on duty’ ‘lead on duty’) or you may use your field service manager contact info. This ensures there is a contact person for Service Providers to reach out to, if needed, when they arrive onsite.
        [PRO TIP] Entering these contact fields is optional but if the data is known at address creation, it is 'good-to-have' data later when managing work assignments.
      5. Click Create.
    2. Automatically synched from a CRM or ERP system (optional advanced integration required)
    3. One at a time ‘on-the-fly’ as Work Events are created if the site address does not already exist.
    4. Bulk created through an upload using an Excel template.  If a template load is needed, please contact your System Administrator for the template file to use.  Template fields are:
      1. Location ID: A user generated field to serve as a unique location key for this customer site address.  
        1. Preferred option is to use a standard format representing the store number (e.g. Acme Hardware #345 could be AH#00345 for example).
        2. Alternative option is to use a five-digit street number concatenated with the zip code (e.g. 123 Main St, Frisco, TX 75033 would be 1230075033)
      2. Ship to Customer Name: (Optional) Used in cases where you are performing subcontracted work at a third-party site.  For example, if you are working at an Acme Hardware location but the client that subcontracted the work to you is Alignment Networks, LLC, this field would say Acme Hardware #45671 so that Service Providers are aware of the actual site identity.
      3. Street 1, Street 2, City, State / Province, Postal Code, Country: Filled in as appropriate.
        [PRO TIP] In Excel, use paste as >> values to keep zip code cells formatted as numbers stored as text to retain the leading zero (0) for certain US zip codes.
      4. Contact First Name, Contact Last Name, Contact Email, Phone #: (Optional) The contact information of the customer representative at the customer site. Often this is not known any you may enter MOD LOD (for ‘manager on duty’ ‘lead on duty’) or you may use your field service manager contact info. This ensures there is a contact person for Service Providers to reach out to, if needed, when they arrive onsite.
        [PRO TIP] Entering these contact fields is optional but if the data is known at address creation, it is 'good-to-have' data later when managing work assignments.

To upload a template with address data:

  1. Select the Choose file… and find your filled-out address upload template worksheet.
  2. Select Import Addresses from File and a notification will display that the import is in progress.
  3. You will receive a system generated email shortly detailing the success or failure (with specific lines) of your address import.

To edit a customer address:

  1. Click the green pencil icon on the left side of the line containing the address you want to edit.
  2. Make your edits and click Save.

To delete a customer address:

  1. Click the red trash can icon on the left side of the line containing the address you want to delete.  Please note that you cannot delete any address when:
  1. it is associated with any Work Event.
  2. your tenant is a Service Provider Company to one of your customers and the address was synced to your customer record from that customer tenant.