Moving Job Site Information

What happens when a customer moves to a new property?

What to do if a customer moves to a new property?

If a residential customer moves properties the following steps can be taken:

  • Navigate to the customer's addresses tab

  • Click the + Add New to add a new address in

  • In the job site address screen, be sure to set the type to Job Site and Billing

  • Click Save, close out of the job site addresses screen to get back to the addresses screen

  • Highlight the new address, select action set as billing address

  • Right-click on the old address to deactivate