Display service address and unit numbers in the New Customer Portal to help identify equipment and job history faster

  • Updated on Apr 30, 2026
  • Published on Apr 24, 2026
  • 1 minute(s) read
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This improvement helps clarify the unit number on service addresses and which service address each equipment item belongs to in the New Customer Portal.

What’s changing with the New Customer Portal?

Before, unit numbers didn’t show on service addresses in the New Customer Portal, and you couldn’t see the service address tied to each piece of equipment. Now, you’ll see the unit number when viewing a service address, and each item in the equipment tab will show the related service address. This gives more clarity for customers with multiple addresses or units.

Before and After

Before (Current)

  1. Go to the New Customer Portal.

  2. View a service address—unit number doesn’t show.

  3. Open the Equipment screen—no service address for each item.

  4. Try to link jobs, invoices, and equipment to specific units.

  5. Manually match details from memory or notes.

Impact: Customers with many units or buildings couldn’t easily connect work and equipment to the right place.

After

  1. Go to the New Customer Portal.

  2. View a service address—unit number now shows.

  3. Open the Equipment screen—each item shows its service address.

  4. Quickly confirm where each item or job took place.

  5. Reduce confusion when reviewing history across units.

Impact: Helps quickly tie jobs and equipment to the right unit or address, especially in large properties.

Who uses this feature

  • Commercial Service and Replacement

  • Administrators, managers, CSRs

  • Region availability: All regions

How it works for your industry

Commercial Service and Replacement

  • A property manager for a condo with 200 units checks the portal. They now see service addresses tied to each piece of installed equipment.

  • A building with multiple addresses on a single service account shows each job under the right address and unit.

  • When reviewing HVAC unit history, the customer sees which address and unit each record belongs to—reducing mix-ups and support calls.

How to Prepare

  1. Confirm the New Customer Portal is configured to show equipment and address details.

  2. Train CSRs to explain the new fields to commercial clients.

  3. Identify which properties or clients have many units that will benefit from this view.

  4. Align internal workflows that reference address or unit-specific equipment.

  5. Bookmark key portal links for training and support.

Resources

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