Adding/Changing a Service Address

Adding a new Service Address

1. Select the "New Address" button towards the middle of the screen.

2. A pop-up will ask if the customer is moving:

The system will ask if the customer is moving. Click "Yes" to discontinue the existing Service Address or "No" to keep the existing Service Address.

Choosing "Yes" will prompt to enter the Stop Date for the existing Service Address.

3. Enter the desired Address in the Search field.

4. Select the correct Address from the list.

If no Address pops up:

Select the Create New Address button towards the middle of the screen:

Enter the new Address:

Make sure to select the correct Service Area for the Address.

Dir: Cardinal direction.
Type: Suffix (Ave, St, Cir, etc.).

6. Update the Geocode by selecting the Map icon.

To set up a Geocode Address see How to Geocode an Address.

Select the Address Start Date:

7. Save when finished.

Changing a Service Address

1. Click "New" above the Service Address pane.

The system will ask if the customer is moving. Click "Yes" to discontinue the existing Service Address, or "No" to keep the existing Service Address.

Choosing "Yes" will prompt to enter the Stop Date for the existing Service Address.

2. Enter the New Address.

Use the Search Bar to check whether the Address exists in the system.

If so, double click the Address to select it.
If not, click the "Create New Address" tab and enter the new Address.
If there are Services and Containers associated with the new Address, select whether to transfer them to the Customer by marking the checkbox at the bottom of the screen.

Update the Address Start Date.

Click "Save".

Was the Address in use?

If so, a prompt will appear asking whether to stop each existing Customer at that Address.

Enter a Stop Date for each Customer that was Stopped, if applicable.

3. Optional: Update the Geocode.

To set up a Geocode Address see How to Geocode an Address

4. The address is now changed.

Optional Prorate:

If the change happens partway through the month, a pop-up will appear asking to manually adjust the prorate setting for these services.

Select 'No' and Accu-Trax will use its built-in prorate setting to create charges for this Billing Cycle.

Select 'Yes' and the Prorate Tool will pop up, allowing fine-tuning of the partial rate for these services. Auto-posting will be blocked for this service during the current Billing Cycle.

A Driver Note will pop up for the Service change.

Edit the note as needed and click 'Save Notes'