Add a Service Location (Web)

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

Tiers: All

 

Step-by-step instructions . . .

1
Select Customers > click customer name.


2
Under the Service Location section, select Add.


3

Enter the required Service Location Info fields.

4
Select Body of Water Info

5
Enter Route Assignment Info (optional) > Save
  • You can add a route assignment later. 


6
Click the dropdown next to Service Location to switch between service locations. 
  • Service locations will also be listed on the right-hand side of the customer profile.