As your Clients may have multiple site locations where work will be scheduled to take place, you can import multiple locations to be saved under a specific client. The Sub Location functionality enables you to add these physical locations which can then be selected as the Job location, ensuring the engineer visits the correct location.

  • Navigate to All Clients & Suppliers > View.

  • Navigate to Import Client Location Data.

  • Download Import Client Location Data Template.

  • Format your Client Location Data using the template.

  • Choose File and attach the formatted .csv file of the client data.

  • Import Client Location Data (please allow some time for the import to process as the geo-coordinates are being fetched from Google, do not close pop up or browser window until import is complete).

There are a few steps listed in the method so please follow the instructions listed within the wizard.

Did this answer your question?