How to Edit a Customer’s Service Location in FieldTask

Learn how to manage a customer’s service locations and choose which location is used by default when creating a job.

FieldTask allows you to associate multiple service locations with a single customer. You can also choose one of those locations as the customer's default location.

The default location is automatically selected when you create a job for that customer. You can still choose a different service location from the location drop-down when creating the job.

To edit a customer's service location:

• From the left sidebar, go to Customers.

• Find the customer whose service location you want to edit.
• Under the Actions column, click Edit.

You will see the customer's available service locations.

• Click the Edit button beside the location you want to update.

From here, you can edit:

• Location Name
• Location Address
• Location Radius
• Default Location toggle

The Default Location setting determines which service location is automatically selected when assigning a job to that customer.

• Make the required changes.
• Click Update Location to save them.

Your updated service location information will now be saved to the customer's account.