Customer Intake & CRM
Properties and service locations
Track service addresses and property details per customer.
Overview
Attach properties to customers so dispatch and invoicing always use the right address. Browse and edit locations from the work area with the same table patterns as jobs and customers.
What we're building
When a customer has more than one address, a home and a rental, or several sites, dispatch and invoicing can end up pointing at the wrong one. A truck sent to the wrong property is a wasted trip.
Properties and service locations let you attach addresses and details to each customer so dispatch and invoicing always use the right one. Browse and edit locations from the work area using the same table patterns as jobs and customers, so it feels familiar from day one.
This is for businesses that service multiple addresses per customer and need them tracked cleanly.
What you'll be able to do
- Attach properties and service locations to customers
- Keep dispatch and invoicing on the right address
- Browse and edit locations from the work area
- Track property details per customer
- Use the same table patterns as jobs and customers
Rollout plan
- 01
Properties per customer
CompleteAttach service addresses and property details to each customer record.
- 02
Right address everywhere
CompleteDispatch and invoicing pull the correct property so trucks and bills land where they should.
- 03
Work-area management
CompleteBrowse and edit locations with the same table patterns as jobs and customers.
Milestones
- Complete:
Property records
Service locations are stored with property details.
- Complete:
Customer linkage
Properties attach to the right customer.
- Complete:
Dispatch and invoicing use
Dispatch and invoicing pull the correct property.
- Complete:
Work-area table views
Locations are browsable and editable in the work area.
More in Customer Intake & CRM
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.