How to Add a Job Site to a Customer (Customers)

A job site is a service location — the actual property where work happens. A customer can have any number of job sites (home, rental properties, business locations), and every job needs a job site: you can’t create a job or convert an accepted estimate to a job for a customer who has none. Job sites are added from the customer’s profile page.

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Before you start

• The customer must already exist — see Create a Customer.
• Have the service address handy. Only the job site’s name is required, but the address is what your crews will actually use.

Steps

1. Open the customer from Customers (see List Customers).
2. On the Customer Summary, select the Job Sites tab (in the Work group).
3. Click Add Job Site. (If the customer has no job sites yet, the tab shows an Add Your First Job Site button instead.)
4. Fill in the Add Job Site window:
   • Job Site Name — required (e.g. “Main Residence”, “Office — Elm St”).
   • Address Line 1 / Address Line 2
   • City / State
   • Zip Code
5. Click Save Job Site. (Cancel closes the window without saving.)

What happens next

The window closes and the Customer Summary reloads with a green “Success! Jobsite added successfully!” banner. The new site appears in the Job Sites tab’s list, and it becomes selectable when you create jobs for this customer. A turf-area measurement (square feet) can be recorded on the site after creation — open it from the list (see Manage Job Sites).

Tips & best practices

• Add the first job site immediately after creating the customer — it’s required before you can create a job or convert an accepted estimate to a job.
• Name sites so crews recognize them — for multi-property customers, use the street (“123 Elm St”) rather than “Site 2”.
• Record the measured turf area (after creating the site) if you do chemical applications or square-footage-based pricing — it’s used as the site’s measured area elsewhere in the product.

Troubleshooting

• The window won’t save — Job Site Name is required; the form blocks submission while it’s empty.
• Red banner after saving — a field failed validation or the save didn’t complete; your best move is to reopen Add Job Site and retry. Contact support if it persists.
• “Customer not found.” — the customer record couldn’t be matched when saving; you’re returned to the customer list. Reopen the customer and try again.

Related articles

• Manage Job Sites — edit or delete an existing job site (including turf area)
• Customer Summary (Profile Page) — where the Job Sites tab lives
• Create a Customer — job sites attach to a customer
• Convert Estimate to Job (Quick Create Job) — requires at least one job site