How to Add Multiple Locations for Contacts

When customers need work at multiple properties, you can easily add additional locations to their contact record without creating separate customer entries.

Method 1: From Contact Home Page

1. Go to an existing contact
2. Click "Home" to view the contact details
3. Select the "Locations" tab
4. Click "New Location" to add another property

Setting Up the New Location

When adding a location, you can configure:

Property Information:

• Address details for the new location
• Description field (optional) - specify "vacation home," "rental property," or other identifiers

Project Details:

• Assign a salesman for this location
• Set requested service type
• Record lead source information
• Add appointment for the new location if needed

All the same options available for new customers are also available for additional locations.

Method 2: From Contact Card

There's an alternative way to access location management:

1. Go to the contact card page
2. Click "Edit"
3. Select "Locations" from the editing options
4. Click "Add Location" button
5. Complete the same setup process

Benefits of Multiple Locations

Organized Customer Records:

• Keep all properties for one customer together
• Maintain relationship history across multiple projects
• Avoid duplicate customer entries

Streamlined Management:

• Track different projects for the same customer
• Assign different salespeople to different properties
• Schedule separately for each location

Practical Applications

Multiple locations work well for customers with:

• Primary residence and vacation homes
• Rental property portfolios
• Commercial properties at different addresses
• Family members at separate locations

This feature ensures you maintain comprehensive customer relationships while organizing work efficiently across all their properties.