As multiple Jobs with different Visit Locations are created for one Client, those Visit Locations will be stored on the Client's profile page. Once stored, the Visit Locations will appear in the Previous Locations dropdown when creating or editing future Jobs. This process is outlined below.
Each job or proposal uses one Visit Location. For work at multiple properties, create a separate job or proposal for each location. If tree inventory is involved, each property requires its own job, since tree inventory is tied to the client location record.
In this article:
Add Multiple Visit Locations to One Client
Navigate to: + Create > Proposal
Use a template or create from scratch
In the Customer box, type in the customer's name you wish to add a new location to
Previous Locations holds the client's saved visit locations. Use it to select an existing location instead of retyping the address.
In the Visit Location, type the new address. Once the new address is found, a green New icon appears to signify that SingleOps has recognized this as a new location for this Client.
If the address already exists for this client, select it from Previous Locations rather than typing it into Visit Location. Entering an address manually when it already exists can create a duplicate saved location.
Save & Close after the proposal is completed
Manage Multiple Visit Locations
This Location is now stored and listed under the Locations tab on the Client's profile page.
When the next Job is created for this Client, both Locations will be listed in the Previous Locations drop-down menu
In the image below, a new Proposal is created for a Client with only one default address listed
The User enters a second Location for this Client's new Job and a green New icon appears to signify that SingleOps has recognized this as a new Location for this Client
This Location is now stored & listed under the Locations tab on the Client's profile page
When the next Job is created for this Client, both Locations will be listed in the Previous Locations drop-down menu
Additional Notes
There is no limit to the number of location addresses for each client
There is no way to remove a location from a client's profile once it is stored
Visit Locations cannot be entered for a client prior to saving Jobs