Manage Contact Addresses

What this guide covers

This guide explains how to manage addresses on contact records in JobsiteOn. You will learn the difference between billing and service addresses, how to add and update them, and how addresses flow onto your customer-facing documents.

Understanding address types

JobsiteOn distinguishes between two address contexts:

• Contact address — The customer's billing or mailing address, stored on the contact record. This appears on invoices and quotes.
• Property address — The service location where work is performed, stored on a separate property record.

These are often different. For example, a property manager's billing address may be their office, while the service address is a rental property across town.

Adding a billing address

1. Open the contact detail page at /contacts/[slug].
2. Click Edit Contact.
3. Fill in the address fields:
   • Address Line 1 — Street number and name.
   • Address Line 2 — Suite, unit, or apartment number (optional).
   • City
   • State
   • ZIP Code
4. Click Save.

Screenshot: The contact edit form showing the billing address fields filled in with a complete address.

How the address appears on documents

The contact billing address is used on:

• Quotes — Appears as the customer's address on the proposal.
• Invoices — Appears as the billing address on the invoice document.
• Customer communications — Used in email headers when applicable.

Tip: If the billing address differs from the service address, make sure both the contact address and the property address are set correctly. The contact address goes on financial documents while the property address directs your field team.

Updating an address

1. Open the contact in edit mode.
2. Modify the address fields as needed.
3. Click Save.

The updated address applies to all future documents. Previously sent documents retain the address that was on file at the time they were created.

Animation: A contact address being updated and a new invoice being created, showing the new address appearing on the invoice PDF.

Contacts without addresses

Addresses are optional on contacts. However, missing addresses mean:

• Quotes and invoices will not display a customer address.
• Mailed correspondence cannot be generated.
• Your records may be incomplete for reporting purposes.

Note: We recommend adding a billing address to every contact, especially those who receive invoices. A complete address looks more professional on your documents.

Best practices

• Add the billing address when creating the contact rather than waiting until you need it.
• Verify addresses periodically, especially for long-term customers who may have moved.
• Use the contact address for billing and the property address for service location to avoid confusion.
• Include suite or unit numbers in Address Line 2 for accurate mail delivery.

Related articles

• Create and Manage Contacts
• Link Contacts to Properties and Jobs
• View the Contact Detail Page