Learn how to add a location to a customer while creating or editing customers from the FieldTask Mobile App.

FieldTask allows you to add customer locations directly from the Mobile App.

You can add a location:

• While creating a new customer.
• After a customer has already been created.

After creation, there are two ways to add additional locations.

Add a Location from the Customer Page

To add a location from the Customer page:

• Open the Customer page from the left menu bar.

• Select the customer you want to add a location for.
• Enter the customer edit page.

• In the Locations section, tap Add Location in the top-right corner.

Add the required location details and save the location.

Add a Location from the Job Edit Page

You can also add a customer location while editing a job.

To add a location from the Job Edit page:

• Open the job you want to edit.
• Enter Edit mode.
• Navigate to the Customer section.

• Tap Add Location in the top-right corner of the map.

Add the new customer location and save it.

The new location will then be available for that customer when creating or assigning jobs.