Editing / validating incorrect job sites
Editing billing addresses
In Arborgold we recommend you validate every new address that you enter in and do work at. This ensures your estimators will route themselves to the proper location for doing a bid, and your crew will be able to go to the correct jobsite location once the work starts. To do so navigate over to the customer's Addresses tab at the top:
You will then double click on an address to open up the job site tab:
You will see a red pin located on the left side. Ensure that the pin is in the correct location, and if not click and drag the pin to the correct location. Upon releasing the pin you will see two buttons turn orange, the Save and Update Address Button.
You have the choice to click the Save or Update Address Button:
Clicking the Save button will not alter the Address box and update the pin in that location
Clicking the Update Address button will update the pin to that location and potentially change the address box based on the pin's current location.
You can see the the customer's billing address in their customer profile under the Bill Addr field:
If you navigate over to all the addresses on file in the addresses tab you can see the address type listed:
We have the following address types as options when adding or editing a customer's address.
Job site: you just do the work on the property
Billing Address: you bill to this address
Job Site and Billing Address: you work and bill at this address
To set the billing address type first double click to open up an address:
Click the type dropdown to edit the address type.
Upon adding another type that has billing in the name, if you go back to the customer's profile screen you can see there are multiple options now for billing address.
Setting the billing address to a different address will set the billing address for all jobs for the customer, including jobs in the past. However, if you open up an invoice detail screen it will show what the billing address was at the time of invoice.