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How to create a service location customer record


1 comment

  • Philip R

    4. Fill out the customer record Full name with the street address of your service location (best practice).

    Over time we've found it easier to to name the additional service locations as "123 Secondary Ave - Name of Parent".  This way when it shows up in a list of jobs or a report you can easily see which parent it belongs to without having to either memorize it or open it to look.


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