Skip to main content

How To Manage Client Properties in WorkZen

All plansBeginnerVideo, 1:05Updated August 7, 2026

Open the client, go to the Properties tab, and click Add Property for each service address. One property is always the primary; jobs, visits, estimates, and invoices show a Service Location picker with the primary property preselected.

Multi-location clients are great revenue, until your tech rolls up to the wrong site. In WorkZen, every service address is a property on the client record, so dispatch is never a guessing game: each job, visit, estimate, and invoice points at a specific property.

Add a property

  1. Open the client and go to the Properties tab.
  2. Click Add Property.
  3. Give it a Property Name (for example, "Main Office") and pick a Property Type: Residential, Commercial, Industrial, Retail, Office, Warehouse, or Other.
  4. Enter the address, and use Access Notes for gate codes and parking instructions.
  5. Optionally tick Primary service location or Billing address, then click Create Property.

A client's first property is created automatically from the address you enter when creating the client, and it starts as the primary.

Primary and billing roles

Each property can carry one or both of two roles, shown as badges in the list:

RoleBadgeWhat it means
PrimaryPrimaryThe default Service Location for new jobs, visits, and documents
BillingBillingThe address used for billing purposes

Only one property is primary at a time. Click Set as Primary on any property to switch; the previous primary steps down automatically. The client's overview also shows the Main Property at a glance.

Note

Every client keeps at least one property: the last property cannot be deleted. Deleting the current primary automatically promotes another property to primary, so nothing ever points at nowhere.

How jobs, visits, and documents pick a property

Whenever you create a job, estimate, or invoice for a client, the form shows a Service Location picker listing every property with its name and address. The primary property is preselected, so the common case is zero clicks; for other sites, just pick a different property.

Visits work the same way. A visit scheduled on a job starts from the job's property (falling back to the client's primary), and the visit keeps its own copy of the address and access details, so your tech sees the right destination on the schedule even if the property changes later.

Step by step

  1. 1

    Open the Properties tab

    Open the client and go to Properties. Existing properties are listed with the primary one first.

  2. 2

    Click Add Property

    Name the property, pick a Property Type, and enter the address.

  3. 3

    Add access details

    Use Access Notes for gate codes, parking instructions, and anything a tech needs on arrival.

  4. 4

    Save and mark roles

    Tick Primary service location or Billing address if this property should take over that role, then click Create Property.

See it in action

Frequently Asked Questions

It is the default location. When you create a job, estimate, or invoice for the client, the Service Location picker preselects the primary property. Only one property can be primary at a time.
Every create flow shows a Service Location picker listing the client's properties with their addresses. The primary property is preselected, and you can switch to any other. A visit scheduled on a job starts from the job's property.
Yes. Mark one property as the Billing address. It carries a Billing badge in the list, while the service work keeps pointing at the primary or chosen property.
A client must keep at least one property, so the last one cannot be deleted. If you delete the primary property, WorkZen automatically promotes another property to primary.
Adding, editing, and deleting properties requires the Manage Clients permission. Admins and managers have it by default.

This article answers:

  • How do I add multiple addresses to a client?
  • How do jobs know which property to use?
  • How do I change a client's primary property?
  • Can a client have a separate billing address?

Related articles

How To Create A Client From Scratch in WorkZenCreate a client record in WorkZen with contact details, a primary address, and notes. A name and one contact method are all you need to start.Video, 1:41How To Create A Job in WorkZenCreate a job with the right client, job type, and priority, and see how one job record ties together visits, checklists, files, and money.Video, 1:51How To Schedule A Visit in WorkZenBook a visit with the right crew, property, and time, then run its whole lifecycle, dispatch, start, complete, signature, from one modal.Video, 1:17How to import QuickBooks customersPull your existing QuickBooks Online customers into WorkZen as clients in one click, with automatic duplicate protection.2 min read

Still have questions?

Browse the help center, or jump in and see it for yourself. WorkZen is free to get started.

Back to Help Center