Add customer locations

An important detail for customers is their location, or in some cases, locations. JobTread supports an unlimited number of locations, allowing you to track customers with multiple properties or national accounts with many locations. This structure allows you to view and track jobs by a specific location or the account as a whole. 

To add a location, click Customers from the lefthand toolbar, select the Locations tab, then click + New Location in the top right of the table. Enter an address, name, and the primary contact, if you'd like to identify one. Complete any additional custom fields and submit.

You may notice the tax rate on the list of locations. JobTread automatically pulls the local tax rate based on the address. To view more information about a location, select it from the list. Here you'll see basic details, but you can also upload files specific to the location and view jobs that have taken place.