Skip to main content

Create & Edit Multiple Properties for a Customer

How to add more than 1 property address for a single customer

Support avatar
Written by Support
Updated over a week ago

When a single customer has multiple properties being serviced by you, you'll want to create all of those properties on the same customer instead of creating multiple customers for each property.

How to Add an Additional Address for a Customer

  • Navigate to the customer page where you want to add a property

  • Click the Locations tab (map markers icon) at the top left

  • Click the blue "+ Add Address" text

  • Start typing the address you want to add and select it from the list that automatically appears as you type. Click "Add" button to create the new address for that customer.

    Pool Company Software - Additional Address for Customer - Pool Brain


How to Edit an Existing Property Address

  • Navigate to the customer page for the customer that has the property you want to edit

  • Click the Locations tab (map markers icon) at the top left

  • Hover over the address you wish to edit and click the blue pencil icon that appears

  • Edit any information you'd like (address, city, state, zip code, and tax rate)

  • Click "SAVE" button to save your changes


How to Delete an Existing Property Address

  • Navigate to the customer page for the customer that has the property you want to delete

  • Click the Locations tab (map markers icon) at the top left

  • Hover over the address and click the red trash can icon that appears

  • Click "YES" button to confirm

Properties can't be deleted if they have an active route schedule or any route stop, job, quote, or invoice associated with them.

Did this answer your question?