This help article is designed to help you if you work for the same contact over and over, and have multiple job locations that you need to create proposals and invoices for. Having them separated in the pipeline makes it easy to keep track of when you're scheduling and visualizing the progress in the Jobs Pipeline.
1. Click on Contacts
For a contact that you will be doing multiple appointments and jobs for, you're going to want to add them in as a contact first.
2. Click on "Add New Contact"
3. Type in the Contact's information
First name, last name, email, and phone number if applicable
4. Under "Billing Address" type in the company or contact's business location
This is not where the job is located
5. Click on "Save"
6. If you're scheduling in a new appointment, click on "New Appt"
7. Click on "On-Site Estimate"
8. Click on "New Contact"
9. Search for the contact we just created
This will pre-populate the information we need for this customer
10. Once the customer is selected, put in the job-specific address under "Appointment Address"
11. Click on "Save"
12. Once the appointment is created, a new "Deal" will show up in the pipeline with the street address as the deal name to help you easily identify it
You can change this by opening the deal, and tapping "Edit Deal Details" then, change the Deal Display Name
13. Now, let's create another appointment for the same customer, but with a different job address
14. Click on "On-Site Estimate"
15. Find the same customer under the dropdown search bar
16. This time, type a new address in the Appointment Address field
17. Once saved, you will now see the second Deal in the Estimate Scheduled deal stage with the second job address
