How to Add a Job Site to a Customer (Customers)

A job site is a service location: the actual property where work happens. A customer can have any number of job sites (home, rental properties, business locations), and every job belongs to a job site. You can add a job site yourself from the customer’s profile page, or let Add work create one for you when you set up the customer’s first job.

---

Before you start

• The customer must already exist. See Create a Customer.
• Have the service address handy. Only the job site’s name is required, but the address is what your crews and the route map use.

Steps

1. Open the customer from Customers (see List Customers).
2. On the Customer Summary, select the Job Sites tab in the Work group.
3. Click Add Job Site. (If the customer has no job sites yet, the tab shows an Add Your First Job Site button instead.)
4. Fill in the Add Job Site window:
   • Job Site Name: required (for example “Main Residence” or “123 Elm St”).
   • Address Line 1: start typing the street. After three characters, up to five matching US addresses drop down. Pick one to fill the street, city, state and zip; every field stays editable.
   • Address Line 2
   • City / State
   • Zip Code: 5 digits or ZIP+4 (12345 or 12345-6789).
5. Click Save Job Site. (Cancel closes the window without saving.)

What happens next

The window closes and the Customer Summary reloads with a green “Jobsite added successfully!” banner. The new site appears in the Job Sites list and can be picked when you add work for this customer. A measured turf area (square feet) can be recorded on the site afterwards: open it from the list (see Manage Job Sites).

Tips & best practices

• For a brand-new customer, Add work is usually quicker. It sets up the property for you as part of creating the job. Add the job site here when you want to name it or enter its address yourself first.
• Use the address suggestions. A picked address avoids typos and wrong zips that stop the route map from placing the property.
• Name sites so crews recognize them. For multi-property customers, use the street (“123 Elm St”) rather than “Site 2”.
• Record the measured turf area after creating the site if you do chemical applications or square-footage pricing.

Troubleshooting

• The window will not save. Job Site Name is required; the form blocks saving while it is empty.
• “ZIP code must be 5 digits or ZIP+4 format.” Fix the zip and add the site again.
• “… cannot exceed 225 characters.” Shorten the value and try again.
• “Customer not found.” The customer could not be matched when saving; you are returned to the customer list. Reopen the customer and try again.
• No address suggestions appear. Type at least three characters of the street. If the lookup is unavailable, type the address by hand; saving still works.

Related articles

• Manage Job Sites: edit or delete an existing job site (including turf area)
• Customer Summary (Profile Page): where the Job Sites tab lives
• Create a Customer: job sites attach to a customer
• Convert Estimate to Job (Quick Create Job)