Add and manage service locations

Add and manage service locations

Keep more than one address for a customer, with gate codes, pets and parking notes, and choose which one is primary.

For: Office staff, Admin, Owner
Where: Web app
Updated: October 16, 2026

Add a location

Open the customer and go to the Details tab.
Under Locations, click Add Location.
Enter the Address, City, State and ZIP Code. Give it a Location Name if that helps, like "Lake house".
Optional: fill in Property access: Gate code, Pets, Getting in, Parking and Safety notes. Technicians see these on the job.
Tick Primary Location if new jobs should go here by default.
Click Create Location.

The primary location

It shows a Primary badge.
New jobs are booked at the primary location.
It cannot be deleted. Make another location primary first.

What if this fails?

There is no Delete on a location.: It is the primary location. Make a different one primary, then delete it.
A job went to the wrong address.: Jobs use the primary location. Change which location is primary before booking work at another address.

Still stuck?

If you already use Ormi, the ? button in your dashboard sends a question to our team with your account attached. Otherwise:

Phone: (972) 944-0404
Email: [email protected]
Message: Contact page