Add a Service Location (Web)
Watch the video or scroll down for step-by-step instructions.
Tiers: All
Step-by-step instructions . . .
- 1
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Select Customers > click customer name.
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- 2
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Under the Service Location section, select Add.
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- 3
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Enter the required Service Location Info fields.
- 4
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Select Body of Water Info.
- 5
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Enter Route Assignment Info (optional) > Save.
- You can add a route assignment later.
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- 6
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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.