How to Add and Verify Address Location

Address Location Benefits and How to Add & Verify Addresses
(Web & Mobile)

Adding and verifying addresses in the system helps ensure job locations are recorded accurately, improving operational efficiency and reducing errors. This process supports reliable site identification, allowing employees to manually check in and out within designated job site boundaries.

BENEFITS:

• Accurate Location Verification
  Using Google-verified addresses ensures job site locations are precise and trustworthy, reducing discrepancies.

• Manual Check-In/Out Within Geofenced Perimeter
  Employees manually check in and out only when physically present within a defined job site perimeter.

• Improved Accountability
  Confirmed addresses help maintain accountability by ensuring job tasks occur at the correct locations, minimizing errors or misreporting.

How to Add and Edit Addresses on Dekstop
(Customer and Job)

Desktop Version

Create customer:

1. Navigate to Business Management > Customer List.
   
   

2. Click on the “+” button to add a new customer.
   
   
    
   (If you do not see the “+” button, request permission from your Admin.)

3. Scroll to the Customer Address section and click Add New Address.
   
   
   

4. Add a address keyword and press "Enter".
   
   

5. Adjust the red pin on the map to refine the address location if needed. Once the location has been confirmed, the user may click "Select".
   
   

6. Enter a name for the location in the Location Name field and then click "Add" to save new address.
   
   
   
   

Edit customer:

7. Navigate to Business Management > Customer List.
   
   
   
   
8. Click on this icon to expand customer details.
   
   
   
   
9. Click on the three-dot menu, and then select "Edit".
   
   
   
   
10. Scroll down to the “Address” section, where users may edit existing addresses or add new ones. Click “+ New Address” to create a new address entry.
    
    
    
    
11. The user needs to enter the address in area 1. In area 2,  if user can’t find the exact location on google, user can move the red pin to pinpoint the correct location. The address can be reviewed in area 3, and once confirmed, the user can click "Submit" in area 4.
    
    
    
    
12. User need to enter the name of the address and save the address by clicking on the "Save" button.
    
    

Create job:

1. Go to Business Management > Schedule > Job Schedule.
   
   

2. Click on "+ Add Job" to create new job.
   
   
   
   
3. The user needs to select the category of the job and click "Save".
   
   
   
   
4. Click "Select Customer" and then choose a Customer for the job.
   
   
   
   
5. Choose a project for the job.
   
   
   
   
6. Users may edit existing addresses or add new ones. Click “Add New Address” to create a new address entry.
   
   
   
   
7. The user needs to enter the address in area 1. In area 2,  if user can’t find the exact location on google, user can move the red pin to pinpoint the correct location. The address can be reviewed in area 3, and once confirmed, the user can click "Submit" in area 4.
   
   
   
   
8. User need to enter the name of the address and save the address by clicking on the "Save" button.
   
   
   
   

Edit job:

9. Click on the three-dot menu and select “Edit.”
   
   
   
   
10. Scroll down to the “Address” section, where users may edit existing addresses or add new ones. Click “+ Add New Address” to create a new address entry.
    
    
    
    
11. The user needs to enter the address in area 1. In area 2,  if user can’t find the exact location on google, user can move the red pin to pinpoint the correct location. The address can be reviewed in area 3, and once confirmed, the user can click "Submit" in area 4.
    
    
    
    
12. User need to enter the name of the address and save the address by clicking on the "Save" button.
    
    

HOW TO VERIFY GPS OF ADDRESS DURING JOB CREATION.

*Note: The address verification process is required only for customers that have been imported.

1. Go to Business Management > Customer List.
   
   
   
   
2. On the Customer List page, select the imported customer and click the launch icon to open the customer details.
   
   
   
   
3. Click on "+ New" and select "Job".
   
   
   
   
4. Select a project from Project List for the Job.
   
   
   
   
5. Select a category for the Job and click "Save".
   
   
   
   
6. Scroll down to the “Address” section and user can click the "exclamation icon" to begin the address verification process.
   
   
   
   
7. The user needs to enter the address in area 1. In area 2,  if user can’t find the exact location on google, user can move the red pin to pinpoint the correct location. The address can be reviewed in area 3, and once confirmed, the user can click "Submit" in area 4.
   
   
   
   
8. User need to enter the name of the address and save the address by clicking on the "Save" button.
   
   
   
   

How to Add and Edit Addresses on Mobile. (Customer and Job)

Mobile Version

Create customer:

1. At the mobile app’s navigation bar, go to Customer.
   
   
   
   
2. Click on floating button to create a new customer.
   
   
   
   
3. Scroll to the Customer Address section  and click on "Add New address".
   
   
   
   
4. Add a keyword for the address and press enter.
   
   
   
   
5. Click on the "Confirm" button to finalize the address.
   
   
   
   
6. Once confirmed, save the address by clicking on the "Save" button.
   
   

Edit customer:

7. Click on the three-dot menu and select “Edit.”
   
   
   
   
   
   
8. Scroll down to the “Address” section, where users may edit existing addresses or add new ones. Click “Add New Address” to create a new address entry.
   
   
   
   
9. Add a keyword for the address and press enter.
   
   
   
   
10. Click on the "Confirm" button to finalize the address.
    
    
    
    
11. Click “Save” once the address has been confirmed.
    
    
    
    

Create Job:

1. At the mobile app’s navigation bar, go to Schedule.
   
   
   
   
2. Click on the “+” button to add new job.
   
   
   
   *Note: If you do not see a “+” button, you may need to request permission or help from your Admin to register new job.
   
   
3. Select the job category.
   
   
   
   
4. Choose a customer from those registered in the system. After selecting Customer, you will be asked to select Project under that Customer.
   
   
   
   
   
   
5. User can click the icon to expand the customer details.
   
   
   
   
6. Users may select existing addresses or add new ones. Click “Add New Address” to create a new address entry.
   
   
   
   
7. Enter a keyword for the address and press Enter.
   
   
   
   
8. Click on the "Confirm" button to finalize the address.
   
   
   
   
9. Click “Save” once the address has been confirmed.
   
   
   
   

Edit Job:

10. Click on the three-dot menu and choose “Edit”.
    
    
    
    
    
    
11. User can click the icon to expand the customer details.
    
    
    
    
12. Users may select existing addresses or add new ones. Click “Add New Address” to create a new address entry.
    
    
    
    
13. Enter a keyword for the address and press Enter.
    
    
    
    
14. Click on the "Confirm" button to finalize the address.
    
    
    
    
15. Click “Save” once the address has been confirmed.
    
    
    
    

HOW TO VERIFY GPS OF ADDRESS DURING JOB CREATION.

*Note: The address verification process is required only for customers that have been imported.

1. At the mobile app’s navigation bar, go to Customer.
   
   
   
   
2. Select the customer that has been imported.
   
   
   
   
3. Click on floating button and select "Add job" to create a new job.
   
   
   
   
   
   
4. User will be asked to select Project under that Customer.
   
   
   
   
5. Choose any category.
   
   
   
   
6. User can click the icon to expand the customer details.
   
   
   
   
7. The user can click the "exclamation icon" to begin the address verification process.
   
   
   
   
8. Next, the user must select one of the available options or add a new keyword to ensure the accuracy of the address.
   
   
   
   
9. Click on the "Confirm" button to finalize the address.
   
   
   
   
10. Click “Save” once the address has been confirmed.
    
    

• Important Note on Address Updates:
  
  Any address changes made at the customer level will NOT automatically update existing jobs created before the update. Always manually verify and update job addresses when necessary to avoid confusion during site visits or job assignments.