How can I get a list of all my customers grouped by suburb or post code?
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You can see all your customers on the property list view. On there you can sort by various criteria like suburb, city and post code.
Find a client when you only know the street
Section titled “Find a client when you only know the street”Open Properties and type part of the address into Search properties. The search matches any part of the street address, suburb, post code, property name, contact name and phone number, so typing just the street name (for example Ocean rather than Ocean Road) finds it whether the address was saved as “Road” or “Rd”.
The search only looks at the status chosen in the dropdown next to it, which starts on Active. If nothing comes up, choose Archived and search again: the client may have been archived.
Group nearby clients
Section titled “Group nearby clients”To put clients who are close together on the same run, use the schedule map view and Change job run. See Group nearby jobs into the same run.