How to add an address and appliance location

How to add an address and appliance location

How to add a new address to an existing contact


From the address icon press + - select the contact. This will default to their home address - press New address - From dropdown press Add New Address and enter address then appliance location and appliance details
From a Contact press Address(s) then the + - press New Address - - From dropdown press Add New Address and enter address then appliance location and appliance details

Adding an new appliance location (room) to an address

From an appointment scroll down to Add a new appliance location - enter the appliance location and as many appliance details as possible - Save
From a Contact - select the contact and then Address(s). You will then see all of this contacts addresses and appliance locations in separate boxes. Press + to add a new appliance location - select the correct address and then add the new appliance location.

Information needed

The location of the appliance is required.Adding a service (what you charge for) will save time later.
Add an image to remind you what the appliance is.
Additional owners emails so they get appointment reminders.
When last visited and servicing frequency will remind you and your customer if an appointment is needed but not yet made.



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