Using the Job Address with Customers and Sites

Topic

Tradify's Jobs have a Address field that will automatically fill with the customer or site address when a customer or site is selected onto a job, however this field can also be updated manually. See the info below for how this works and what actions will causes automatic changes to the job address field.

Automatic Updates to the Address Field

There are two actions when creation and updating jobs that will automatically update the job address field: 

1. Adding a customer to a job pulls the main address from their profile to fill the job address.

2. Selecting a Site on a job pulls the Site Address from the Site profile to fill the job address.

   Note: When sending emails from a job or other documents (Invoices, Quotes, etc) and a Site is specified, the email will default to being sent to the Site's email address (if one is provided). It can also be manually configured to send to the primary customer email address(es) or exclusively to the customer email address(es) via the email pop-up screen.

Note: If you create a job and manually add an address, and then add a customer or a site, this will automatically update to the address on the customer or site profile. If the address needed will be custom, this is best added after the customer and site are added. 

Manually updating the Job Address

When manually updating the job address, you can click into the job address field and clear any current address, then start typing into the field and a list of matching options will appear in a drop down list for you to select. 

Note: For the mobile app navigation button to work, the address must be selected from the down down list that appears.

Additional Information

For more info on customers, see here: How to Create Customers on Tradify Web