Changing a property service address

If a client moves to a different location, you need to update the service address for their property. There are two general approaches:

Approach 1: Create a new property

1. Create a new property for the contact with the updated address.
2. Archive the old property.
3. Re-create the repeating visits for the new property.
4. Recreate any issues for the new property. Benefits:

• Keeps the issues and visit history for the old address separate from the new address.

• Maintains clear historical data for both old and new properties. Downsides:

• Requires additional steps to set up repeating visits and issues for the new property.

Approach 2: Update the existing property address

1. Edit the address for the existing property record. Benefits:

• Simpler and faster as it maintains the existing property record.

• Ensures the customer’s visit repeating schedule continues uninterrupted. Downsides:

• Visit history will be associated with the new property address, potentially mixing up past visit records.

• Future visits may need to be rescheduled based on the new address’s place in your run schedule.

Recommendation

• If visit and issue history accuracy is important, use Approach 1.
• If simplicity and continuity are prioritized, use Approach 2.