Customers & addresses

Keep Every Service Location Ready for Operational Planning

Flowtlas keeps customer records and service locations connected while preserving the address, opening windows and availability that planning workflows need.

The operational problem

An address alone is not enough planning context

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

Structured customer and location records

01

Customer records

Keep related service locations grouped under the customer they belong to.

02

Operational addresses

Store the address and geographic context used by supported maps and planning workflows.

03

Opening windows

Record when a location can receive work and when it is unavailable.

04

Checked imports

Import supported location data and review rejected or skipped rows before retrying.

Practical workflow

From customer data to planning-ready locations

  1. 1

    Create the customer

    Record the organization or account that owns the operational locations.

  2. 2

    Add service locations

    Attach each branch, site or service address to the correct customer.

  3. 3

    Add planning context

    Maintain opening windows, unavailable periods and expected service information.

  4. 4

    Prepare work

    Use the relevant locations when creating jobs for a planning request.

Operational benefits

Benefits of connected location data

  • Less repeated address entry
  • Clear customer-to-location relationships
  • Reusable availability context
  • More reviewable import results

In practice

Example: one customer with several service sites

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

Frequently asked questions

Can one customer have several locations?

Yes. Multiple operational locations can remain connected to one customer record.

Does saving a location automatically create a job?

No. A saved location provides reusable context; work must still be created and selected for planning.

Are file imports a continuous CRM sync?

No. Supported imports are reviewed file operations, not an implied continuous connection to another system.

Work with operational context

See how Flowtlas can support your operational setup.

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