1. Decide who the customer is
The customer is the person or company responsible for the relationship and billing. A property manager, restaurant group, homeowner, or business can be the customer even when work happens elsewhere.
2. Keep billing and service addresses separate
The billing address tells you where the account is managed. The service location tells the technician where the job occurred. Do not overwrite one with the other.
3. Search before creating another customer
Search name, company, phone, email, or address. If the responsible customer already exists, add a location instead of creating a duplicate account.
4. Use a readable job title
A useful pattern is Client - Location - Job description. This helps a schedule or invoice list remain understandable without opening every record.
5. Connect jobs and documents to the right location
The job, estimate, invoice, service notes, and history should reflect the place where the work happened. The customer record keeps the complete relationship together.
6. Preserve closed locations
Archive a location that is no longer active rather than rewriting its old jobs to a new address. Historical documents should continue to identify the actual service site.