Customer locations¶

Jobs in FSM Navigator are assigned to locations, not just customers. A customer like "Acme HVAC" might have a main office, a satellite branch, and a warehouse — each with its own address, job history, and routing information. Locations make sure your technicians arrive at the right place and your reports reflect where work actually happens.

Why locations matter¶

Every job requires a service location. FSM Navigator uses the location address to:

• Display the job on the map so dispatchers can see where work is happening
• Calculate travel time and distance for dispatch optimization and scheduling
• Track job history per site so you can see all work performed at a specific address
• Auto-select the address when creating a new job for the customer

Without accurate locations, routing breaks down and technicians waste time confirming addresses.

Add a location¶

1. Open the Customers page and click the customer name.
2. Select the Locations tab.
3. Click Add Location.
4. Fill in the location details:

1. Click Save. The address is automatically geocoded and a map pin appears on the customer's location map.

Edit a location¶

1. Open the customer detail page and go to the Locations tab.
2. Click the Edit icon on the location card you want to update.
3. Make your changes and click Save.

The updated address is re-geocoded automatically. Any open jobs at that location continue to reference it — they pick up the new address immediately.

Location details¶

Each location card shows:

• Full address with a map pin
• Service history — All jobs performed at this specific address, sorted by date
• Notes — Access instructions or special directions visible to your team

Click on a location to expand its full details and see the associated job history.

Editing a location's contact info¶

Each location has its own contact email and contact phone so service notifications (technician on the way, arrival, completion) reach the right person at the right site.

When you add a location: Email and phone are both required. They default to the customer's primary email and phone — edit them if the site has a different contact.

When you edit a location: Email and phone are both required. They pre-fill with the location's current values; older locations created before this field existed pre-fill with the customer's primary values so you can review and confirm them.

Phone numbers use the international format +<country code><number> — for example +14155551234 for a US number. The format is enforced on save.

Who can edit: Owners, Managers, and Dispatchers. Technicians and view-only roles see the contact fields but cannot change them.

Email validation¶

When you set or update a location's email, FSM Navigator runs two quick checks:

• The address is rejected if it uses a disposable or temporary email domain (the kind used by throwaway-address services).
• The address is rejected if the domain has no working mail records (no MX or A/AAAA records — meaning email cannot actually be delivered to it).

If either check fails, you'll see a clear error message and the location is not saved or updated. Re-enter a permanent business email and try again.

This keeps invoice and dunning emails from disappearing into addresses that can't receive them.

Setting a default location¶

When a customer has more than one location, FSM Navigator needs to know which one is the default — the location used for billing emails and any notification that is not tied to a specific job. The default is shown with a filled gold star on the location card.

To change the default location:

1. Open the customer detail page and go to the Locations tab.
2. Find the location you want to make the default.
3. Click the star icon on that location card.

The star fills in, the previous default returns to an outline, and future invoice emails for this customer go to the new default location's contact email. The change takes effect immediately — there is nothing else to save.

Who can change the default: Owners, Managers, and Dispatchers. Technicians and view-only roles see the star but cannot change it.

How billing emails are routed¶

When FSM Navigator sends an invoice or a payment receipt, it picks the recipient email in this order:

1. The location tied to the job. If a job has a specific service location attached, the invoice for that job is sent to that location's contact email.
2. The customer's default location. When there is no job-specific location (for example, a manual payment receipt), the email goes to the contact email on the location marked as the default.
3. The customer's primary contact email. If a location does not have its own contact email, FSM Navigator falls back to the customer's primary contact email.

Changing the default location takes effect immediately — future invoices and notifications route to the new default's email. Past invoices remain visible to the customer regardless of which location is currently the default, so switching the default never hides invoice history.

Deleting a location¶

You can remove a location from a customer when the site is no longer being serviced — for example, a tenant moved out or a property was sold.

Important: The default location cannot be deleted directly. If you need to delete the location that is currently set as default, first make a different location the default (see "Setting a default location" above), then come back and delete the old one. The delete button is disabled on the default location and shows a tooltip explaining why.

To delete a location:

1. Open the customer detail page and go to the Locations tab.
2. Find the location you want to remove.
3. Click the delete (trash) icon on that location card.
4. Confirm the prompt.

The location card is removed from the page immediately. The address and contact information for that location are permanently deleted. A record of the deletion is kept in the audit log for compliance.

Who can delete a location: Owners, Managers, and Dispatchers. Technicians and view-only roles see the delete icon but cannot use it.

Tips for managing locations¶

• Name locations descriptively — Use names like Main Office, Warehouse B, or Riverside Apartments Unit 4C so your team can identify them at a glance.
• Add access instructions — Gate codes, parking instructions, and entry notes prevent delays in the field.
• Keep addresses accurate — Correct addresses mean accurate dispatch and travel-time estimates for your technicians.

Frequently asked questions¶

What's next¶

• Managing Customers — Learn how to add, edit, and organize your customer records.
• Create your first job — Link a job to a customer location and assign it to a technician.
• Bulk Import — Import customers and their locations from a CSV file in one batch.