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Changing a property service address
Changing a property service address
Bill Arconati avatar
Written by Bill Arconati
Updated over 5 months ago

If a client moves to a different location, you need to update the service address for their property. There are two general approaches:

Approach 1: Create a New Property

  1. Create a new property for the contact with the updated address.

  2. Archive the old property.

  3. Re-create the repeating visits for the new property.

  4. Recreate any issues for the new property.

Benefits:

  • Keeps the issues and visit history for the old address separate from the new address.

  • Maintains clear historical data for both old and new properties.

Downsides:

  • Requires additional steps to set up repeating visits and issues for the new property.

Approach 2: Update the Existing Property Address

  1. Edit the address for the existing property record.

Benefits:

  • Simpler and faster as it maintains the existing property record.

  • Ensures the customer's visit repeating schedule continues uninterrupted.

Downsides:

  • Visit history will be associated with the new property address, potentially mixing up past visit records.

  • Future visits may need to be rescheduled based on the new address's place in your run schedule.

Recommendation

  • If visit and issue history accuracy is important, use Approach 1.

  • If simplicity and continuity are prioritized, use Approach 2.

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