The address book feature makes creating job sheets faster and more accurate by storing your customer information in one central location.
When your job templates are address book compatible, you can quickly select customers from a dropdown menu rather than manually entering their details each time.
Adding Customers to Your Address Book
Creating a New Customer Entry
Navigate to the Address Book section
Click Add New Customer
Enter the customer name (e.g., "Training Customer")
Complete all mandatory fields (marked with asterisks)
Company address
Contact information
Any other required details
Setting Up Multiple Sites
Many customers operate from multiple locations. The address book can handle this.
Enable Multiple Sites
Tick the "Allow multiple sites" option when creating your customer
Complete the initial customer setup and save
Adding Additional Sites:
Edit your newly created customer
You'll now see options to add additional sites
Enter details for each location (e.g., "Second Office", "Warehouse", "Head Office")
Save each site as you add it
This flexibility means you can assign jobs to the correct customer location without creating separate entries for each site.
Using Address Book with Job Creation
Identifying Compatible Templates
When creating a new job, look for the asterisk symbol next to the address book field. This indicates the template is address book compatible.
Quick Customer Selection
Instead of manually typing customer details:
Click the address book dropdown menu
Select your customer from the list
Choose the appropriate site if they have multiple locations
Customer information automatically populates into your job details
This saves time and reduces errors when creating multiple jobs for the same customers.
Benefits of Using the Address Book
Time Saving: No need to retype customer information for repeat jobs
Accuracy: Reduces typing errors in customer details and addresses
Consistency: Ensures customer information is standardised across all jobs
Flexibility: Handle customers with multiple sites from a single entry
Professional Appearance: Clean, consistent formatting in all your job sheets
Need Help with Address Book Setup?
Our support team can assist with importing existing customer data or setting up complex multi-site configurations.