Source Step 03 - Service Location: "Adriaan House" (populated with Customer)

FS v2 mobile design reference - supporting browser screenshot and extracted notes

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03 — Service Location: "Adriaan House" (populated with Customer)

Description

The same Service Location form, now filled in. The Service Location is Adriaan House (operational location). A Customer has been linked on the Customers tab to drive billing. Demonstrates the separation of operational location (this record) from billing customer (separate entity, linked here).

Header fields

  • Service Location ID: <NEW>
  • Service Location Name: Adriaan House
  • Service Area: BRONX-UPP — Bronx Upper Side
  • Work Calendar: CAL1 — Monday–Friday 8 hour
  • Require Signature on Work Summary Report: checked
  • Active: checked

Address panel

  • Address Line 1: 1325 Park Avenue
  • City: Hatfield
  • Country: US — United States of America
  • Postal Code: 19440
  • State: PA — Pennsylvania

Active tab

CUSTOMERS — one row added:

  • Default, Customer: AACUSTOMER, Location: MAIN, City (blank), State: NY, Status: Active, Customer Class: LOCAL.