Customers and locations

Keep every customer, location, job, and document connected.

850 Work keeps customer contact information, billing address, multiple service locations, job history, documents, payments, and outbound email history together. It works for a homeowner with one address or a commercial customer responsible for many properties.

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Clean records

One customer record can support more than one place

Primary contact

Store customer or company name, phone, email, type, billing address, notes, and active status.

Clickable phone number

Phone links can open the dialer on a supported iPhone or Android device instead of repeating the customer name.

Service locations

Add each property, store, restaurant, unit, or facility under the correct customer without duplicating the account.

Clear job titles

Use the customer, location, and job description together so the work is recognizable in lists and schedules.

Outbound history

Review when a message was sent, who received it, the subject, related record, attachment, and sent or failed status.

Commercial example

A property manager with several service addresses

Keep the property manager or business as the customer, then add each site once. When a job is created, select the location and use a readable title such as John Smith - Apple Store - 234 Main Street - Broken pipe.

The invoice uses the correct service location.
Job history stays grouped under the responsible customer.
A second location does not require a duplicate customer record.
Search can find the customer, company, phone, address, or location.

Daily workflow

Use the customer record as the starting point

Find or create the customer. Search before adding a duplicate.
Select the service location. Add a new location only when the work is at a new place.
Create the job. Include a short description that will remain useful later.
Create and send the document. The customer email and location are available for the estimate or invoice.

Direct answers

Frequently asked questions

Can one customer have multiple business locations?

Yes. One customer can keep a billing address and multiple service locations, with jobs and documents tied to the correct place.

Can a phone number be tapped to call the customer?

Yes. On supported mobile devices, a properly stored phone number can open the phone dialer.

How should job titles be formatted?

850 Work can combine the client, service location, and job description so list entries remain understandable without repeating the same customer label.

Keep exploring

Try 850 Work with sample data first.

The demo does not require a credit card. Full access is managed from inside the app.

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