Real-Time Training: Want to add service locations now instead of reading about how to do it? Depending on your user role, click the button below to add service locations using our live step-by-step walk through.

 


Each customer record will have at least one service location, at the same address as the customer record. 

1. On the Customer page for whom you are adding a new service location, scroll down to the buttons right above Same as Customer section.

2. Click + Location to add a new location.

3. Fill in the following information: 

  • Nickname: Enter a name that you can use for easy reference. This will not be populated on the Test Report forms. 

  • Status: Select Active or Inactive from the dropdown list.

  • Display On Test Report: Check this box if you want to include the service location contact name and address on the Test Report instead of the customer information.

  • Name and Phone: Enter a name and phone number for this service location.

  • Location Type: If you are a water purveyor, select a location type from the dropdown list.
    Note: You set up the location types listed here. Click here to set up additional location types.

4. Fill in the following information:

  • Water Purveyor: Select a water purveyor that will be used as the default when adding a new assembly at this service location. Check the one-time setting box next to this field if you want to set all assemblies at this location instead of changing them individually.

  • Notification Month: Select the month that reflects the month you notify customer for this service location. Check the one-time setting box next to this field to change the notification month in which you notify customers for all assemblies at a service location instead of changing them individually.

  • Add Email: Click this to add an email address for the related customer. This email address will receive a copy of the test reports for all backflow assemblies listed under the service location.

4. Fill in the Address Line 1 and 2, City, State, and Zip information.

5. If you are a water purveyor, fill in the following:

  • Last Surveyed At: Enter the date a survey was conducted at this service location; leave blank if this will be completed later.

  • Surveying Frequency: Select how often you want to conduct surveys at this service location from the dropdown list.

6. Fill in any additional custom fields where applicable.

7. If the Customer Signature section appears, add a customer signature that can be used for any tests or surveys (as applicable for water purveyors) related to this service location.

Note: This section will only appear if it has been activated on the Company Options page. Click here for more information.


8. Click Create Service location at the bottom of the page. 

After the service location has been created, you can:

  • Add a new assembly by clicking +Assembly

  • Schedule a new assembly to be tested at this location by clicking Schedule New Assembly

  • Quickly start testing a new assembly at this location by clicking Test New Assembly

Note: A service location can only be deleted if there are no assemblies at that location. Delete will not appear when assemblies are listed at that service location. Click here for more information about deleting a service location.

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