Add a Service Location (App)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

 


Step-by-step instructions . . .

  1. Tap Customers > tap customer name.
  2. Under Service Location, tap Add.
  3. Enter  Address > City > State > Zip Gate Code (optional) > Rate, and tap the dropdown bar to select Rate Type.

    • Gate code, dog's name, minutes at stop, and location notes are optional.

  4. Enter the Labor Cost, and tap the dropdown bar to select Labor Cost Type (optional).
  5. Tap to select a Body of Water.
    • At least one body of water must be selected. If you need to change the body of water, you can do that after the service location is created.

  6. To create a Route Assignment, tap to select a Tech > Day of Week > Frequency > Start On > Stop After (optional).
  7. Click Save.
  8. Service Location and Route Assignment will be visible on the Profile tab.