There are two ways to check the details of any service location.
i) By directly searching for the Service location in the customer's tab.
Once logged in click “Customers” on the black banner
Use the search box on the right-hand side of the screen, right above your customer list to look up the customer details. Use complete keywords like Name, street address, Phone Number, etc.
Once after searching the customer click on the account to display the list of service locations.
Once the service locations show up then click on the edit symbol corresponding to the location towards the right to get into the account.
Once after clicking the edit symbol you should be directed to the following screen for the customer.
ii) By searching for billing customers first.
Use the search box on the right-hand side of the screen, right above your customer list to look up the customer details. Use complete keywords like Name, street address, Phone Number, etc.
After searching the customer click on the edit button to open the billing customer page.
On the billing customer page, there is an option to view all the service locations associated with the billing customer. All the service locations are sorted in Ascending order of service location customer name.
You have two options here you can just see the essential details or check all the details associated with the service location.
To just check or update essential details click on the edit option, highlighted in blue. To check all the details click anywhere on the area highlighted in red.
If the customer name on top is highlighted in black, it indicates that you are looking at the service location.
To go back to the billing location you just need to click on the back button.
