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 jobs or documents such as invoices and quotes, emails default to the specified Site’s email address, if available. In the email pop-up, you can instead send them to the primary customer email address(es) or exclusively to the customer.

Note: If you add an address before selecting a customer or site, it will automatically update to their profile address. For a custom address, add the customer and site first.

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 mobile navigation to work, select the address from the dropdown suggestions. Manually typing an address prevents the Navigate button from locating it. To fix this, clear the field, re-enter the address, and select the correct suggestion.

If streets share the same name in different towns, include the postcode or Eircode and select the complete suggestion. If you edit the address afterward, clear the field and select it again from the dropdown.

Additional Information

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