Moving Job Site Information

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