Auto-Select Single Customer Address

Overview

When creating invoices or estimates for customers with a single property address, BlueClerk now automatically selects that address for you. This eliminates an extra click and speeds up your workflow - especially helpful when most of your customers only have one service location.

How It Works

Automatic Selection

When you select a customer while creating an invoice or estimate:

1. BlueClerk checks how many addresses the customer has
2. If they have exactly one address, it's automatically selected
3. The property dropdown shows the selected address
4. You can change it if needed by opening the dropdown

When It Doesn't Auto-Select

The address field remains empty when:

• Customer has no addresses - You'll need to add one
• Customer has multiple addresses - You choose which one
• You're editing an existing invoice/estimate - Respects the original selection

Benefits

• Faster invoice creation - One less field to fill
• Fewer clicks - Streamlined workflow for single-property customers
• Still flexible - You can always change the selection if needed

Tips

• For homeowners: Most have one property, so this saves time on every invoice
• For businesses: Multi-location businesses still require manual selection
• Review before sending - Always verify the address is correct, especially for new customers