How to Add Multiple Addresses to a Customer

This guide explains how to add and manage multiple addresses for a single customer—useful when clients have several properties, are moving between homes, or for property management accounts needing multiple service locations.

Step 1: Open the customer’s profile.

• Locate and open the existing customer record (e.g., Janet Jackson).

Step 2: Click the refresh/add address button.

• This opens the address section where you can view or add addresses associated with that customer.

Step 3: Enter the new address details.

• Fill out all relevant fields such as street, city, state, ZIP, and apartment number (if applicable).

• Update or adjust the square footage if it differs from other locations.

Step 4: Click Save to store the new address.

• Repeat this process to add as many addresses as needed.

• Each saved address will now appear as an option when scheduling jobs.

Step 5: When booking a new job, select the correct address.

• Always confirm you’ve chosen the right location before filling out the job entry form.

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Notes: Common Mistakes to Avoid

• ⚠️ Forgetting to select the correct address: Always double-check the address before scheduling a cleaning.

• ⚠️ Incorrect square footage: Make sure each address has accurate square footage for pricing and scheduling accuracy.

• ⚠️ Duplicate addresses: Avoid re-entering the same location multiple times; it can confuse job assignments.

• ⚠️ Missing apartment/unit numbers: Include full address details to prevent cleaner confusion or missed locations.