How do I add or change an address on an installation?
- In Handyman Office, go to the Order module (CTRL+F1)
- Click the small arrow next to Order in the menu to expand the navigation
- Select Service to open the Service module view
- Find the site or equipment whose address you want to update
- Click Edit (ALT+E) to open the record for editing
- Go to the Address tab
- Enter or update the address fields:
- Street address
- Postal code
- City
- Country
- Click OK to save
The updated address appears on all new orders created for this installation and in reports. Existing orders retain the address that was set when they were created.
Can I import the address from an existing customer record?
Yes. When editing an installation, you can copy the address from the linked customer record. Look for the option to import or copy from customer in the Address tab. This ensures the installation address stays in synchronise with the customer's registered address.
What if the installation has multiple addresses?
Sites can have a primary site address and a separate billing address. Configure these separately on the site record. The work address (where field workers go) is set on the Address tab, while the billing address is managed through the customer record.