Not a window cleaner? Where this guide says round, you'll see route. It works the same way. You can change the word in Settings, then Scheduling.
What you'll need
- Their new address
- The day they move
Use Moved house instead of changing the old address. The old address stays on their record with its visits, photos and notes.
- Open the customer and choose Moved house. On a phone it's under More.
- If they have more than one address, choose The address they’re leaving.
- Type the new address in the Address search and choose it from the list.
- Choose the day under From, then choose Move them.
What happens next
Their service plans and round places move to the new address from that day, and so do their visits from then on. The new address's page opens.
If something goes wrong
- “Enter their new address.”: type or choose the new address.
- “Choose the address they’re leaving.”: pick the old address.
- “Choose the day they move.”: fill in From.
Who can do this
The owner and managers who can see and change customers.
Still stuck? Send us a message.