Customer records
Keep related service locations grouped under the customer they belong to.
Customers & addresses
Flowtlas keeps customer records and service locations connected while preserving the address, opening windows and availability that planning workflows need.
The operational problem
A customer may have several branches, service points or delivery locations. Treating each address as an unrelated record makes preparation and review harder.
Flowtlas separates the customer relationship from each operational location so teams can maintain reusable planning context without turning every saved location into a scheduled job.
Product capability
Keep related service locations grouped under the customer they belong to.
Store the address and geographic context used by supported maps and planning workflows.
Record when a location can receive work and when it is unavailable.
Import supported location data and review rejected or skipped rows before retrying.
Practical workflow
Record the organization or account that owns the operational locations.
Attach each branch, site or service address to the correct customer.
Maintain opening windows, unavailable periods and expected service information.
Use the relevant locations when creating jobs for a planning request.
Operational benefits
In practice
A facilities customer has five sites with different opening hours. The account remains one customer while each site keeps its own address and availability.
The planner selects work for the relevant sites. Saving a location prepares context; it does not schedule a visit until a job is created and included in planning.
Questions
Yes. Multiple operational locations can remain connected to one customer record.
No. A saved location provides reusable context; work must still be created and selected for planning.
No. Supported imports are reviewed file operations, not an implied continuous connection to another system.
Work with operational context