Manage client properties and addresses

A “property” is any install address tied to a client — a home, an office, a rental unit. Most clients have one, but some have several (landlords, property managers, multi-location commercial accounts). Service Buddy lets you add as many properties as you need per client and mark one as the primary address.

Add a new address

1. Open the client from the Clients list.
2. In the Address Details section, click + Add.
3. Fill in the address fields — Address Line 1, City, State, Post Code, Country — using the autofill search or entering manually.
4. Click Create.

Edit an address

1. In the Address Details section, click the icon button next to the address you want to change.
2. In the Client Address panel that opens, click Edit.
3. The Update Client Address form opens. Update the address fields.
4. Click Update.

Archive an address

Archive addresses that are no longer serviced but that you want to keep for historical records.

1. In the Address Details section, click the icon button next to the address.
2. In the Client Address panel, click Archive.

What happens next

• Archived properties don’t appear in dropdowns when you create new jobs, quotes, or tasks.
• Past jobs and invoices that reference the archived property are preserved exactly as they were.
• You can still view archived addresses by scrolling through the Address Details section.

Tip

If a client has many properties (e.g. a property manager with 50 units), use clear nicknames in the address line 1 field — like “Unit 12B – 221 Baker St” — to find them quickly in dropdowns.

FAQ

Why does Service Buddy use “property” instead of just “address”?

A property is more than an address — it carries its own tax rate, install notes, and history of jobs done at that location. For most retailers a client and a property are 1-to-1 (the client’s home), but landlords and commercial clients often have multiple properties under one client record.

Can a client have more than one property?

Yes — add as many as you need. Useful for property managers, landlords, contractors, or any client whose work spans multiple locations. Each property keeps its own job history, tax rate, and notes.

Why does each property have its own tax rate?

Sales tax in the US (and elsewhere) varies by jurisdiction. A client with properties in two states (or two cities with different rates) needs different tax applied per address. Setting tax at the property level means new quotes and invoices auto-pick the right rate based on where the work is being done.

What’s the primary property?

The default address shown on a client’s profile and used as the install address when you create a quote, job, or invoice without picking a specific property. You can change which property is primary at any time.

What happens to old jobs if I archive a property?

Old jobs and invoices stay intact — archiving doesn’t delete history. Archived properties just stop appearing in pickers when you create new jobs, quotes, or tasks. You can unarchive at any time if the client comes back.

Can I delete a property instead of archiving?

Archiving is generally safer — it keeps the history. Hard-deleting is allowed but only when no jobs, quotes, or invoices reference the property. If any do, archive instead.

Can I move a property from one client to another?

Not directly. If a property was attached to the wrong client, edit the address on the correct client, then archive (or delete) the misattributed one on the original.