Skip to main content

Select a customer and location for a booking

Last updated July 23, 2026

Select the correct customer and service location first so every later booking detail stays connected to the right account and work site.

Common uses​

  • Search by customer name, email, phone, or address.
  • Choose a location match directly.
  • add a missing customer or service location during the call.
  • Replace an incorrect selection before booking.

Before you begin​

Ask the caller to confirm both their contact information and service address. Use an existing record whenever it represents the same customer and location.

Open Customer Selection​

Go to New Job in the main navigation. Customer Selection is the first section in the booking form.

Search and select​

  1. Go to New Job.
  2. Under Customer Selection, enter at least two characters in Search customers....
  3. Review Location Matches and Customer Matches.
  4. Click the correct customer.
  5. Under Location, choose the work site.
  6. Confirm Customer & Location Selected and review the displayed name, contact information, and address.

Search by more than one detail when customers have similar names.

Add a missing record​

  • If no customer matches, click Create New Customer or New Customer, complete the panel, and save. See Create a customer.
  • If the customer exists but the site is missing, click Add Location, complete the location panel, and save. See Add a service location.

Nexus selects a newly added location so you can keep entering the request.

Change the selection​

  1. Use the clear-selection control in the selected customer card.
  2. Search again.
  3. Confirm the replacement customer and location before continuing.

After selection, complete Job Details.

What happens next​

The selected customer and location appear in Customer Info in the Actions sidebar. They also unlock location-dependent availability and record creation.

Troubleshooting​

Search returns no results​

Enter at least two characters, wait for the search to finish, and try a phone number, email, address, or shorter name.

The customer has no locations​

Click Add Location. A service location is required before a job can be booked or an estimate created.

The wrong location was selected​

Clear the current selection and choose the correct site. Do this before entering scheduling information.