Clients and their addresses

Everything in ServisGo starts with a client: appointments belong to them, visits drive to their addresses, and documents carry their details.

This guide covers what a client record holds, how work addresses work, and where the invoice address fits in.

The client record

Click "Clients" in the left sidebar, then the "Create Client" button in the top-right corner of the page. A dialog opens with the client's details. A client can be a private person or a company: tick the "Is Company?" checkbox under "Company Details" and the dialog gains the "Company Name", "Company Number" and "VAT Number" fields you will need on invoices and acts of work.

The Clients page at Northway Field Services listing clients like Charlotte Hughes and Oliver Bennett with phone numbers and addresses — The Clients page shows every client with their contact details and address at a glance.

The tabs above the list are personal saved views with their own columns and filters, exactly like on the appointments list. They are explained in working with the appointments list.

Phone Number: used for calling, and for the SMS links ServisGo sends for reminders and confirmations. See the client notifications guide.
Email: for reaching the client and, if set, a separate "Email For Invoices".

Work addresses

In the same dialog, the "Work Addresses" section holds the places where jobs actually happen. A client can have one address or several: a home and a summer house, an office and a warehouse. Click the "Add Address" button in the section's corner to add another row of street, city, zip code and country fields.

The client details dialog for Charlotte Hughes with a work address on Baker Street and company fields — A client's details: contact information and their work addresses.

Every saved address is placed on the map automatically, so ServisGo can plan travel to it. When you create an appointment, you pick which of the client's addresses the job is at. That address is where the visit will drive to.

If an address shows up in the wrong spot on the map, open the client again (click their number in the "ID" column on the "Clients" page), correct the street, city or zip code, and the address will be re-placed automatically.

The invoice address

The address where the work happens is not always the address that goes on the paperwork. In the client dialog's "Invoice Address" section, the checkbox "Invoice address is the same as work address" is ticked by default, and the invoice address is copied from the first work address. Untick it and address fields appear for entering a separate "Invoice Address".

The client's appointments

When you open an existing client (click their number in the "ID" column, or pick "Edit" from the three-dot menu at the end of their row), the dialog has a second tab: "Appointments". It lists every job the client has ever had, newest first, and clicking an appointment's number opens that appointment right there.

The Appointments tab of the client dialog with the client's appointment history and the Recurring Appointments card — The client's whole history in one tab, with recurring rules above the list.

The list shows the columns you choose: click the small cog icon at the right end of its header row, and tick and drag columns in the "Table columns" dialog, exactly like in the calendar's side panel. The choice is personal and saved with your account.

The "Recurring Appointments" card above the list is where repeating jobs are set up for this client. That deserves its own guide: see recurring appointments.