Accounts and service locations in Lupa Tech¶

Open a client's account in Lupa Tech to correct its name and notes, add a client or a service location, update a property's access instructions, and manage the pets at each location.

An account groups the clients and service locations that belong together — for example, a household with two contacts, or a facility with several service areas. Each service location has its own address, access instructions, pets and default price.

These tasks are open to anyone signed in to Lupa Tech, for the clients in your Clients list.

Open the account view¶

To open an account from the Clients list: when an account has more than one client or more than one location, its clients are grouped under an account header showing the account name and a count such as 2 members · 3 locations. Choose that header.

To open an account from a client's record: when the account has one client and one location, the top of the client's record shows two buttons, + Client and + Location. Either one opens the account view.

The account view shows three sections: Account, with a count of its clients and locations; Clients; and Service locations. To leave it, choose Clients at the top left.

Rename an account or edit its notes¶

To change the account's name or notes:

Open the account view.
Under Account, change Name or About this account.
Choose Save account.

Lupa confirms with Account saved.

Add a client to the account¶

To add a second contact to an account:

Open the account view and choose Add client under Clients.
Fill in Name (required) and any of Phone, Email and About this person.
Choose Add to account. Cancel closes the form without saving.

Lupa confirms with Client added to account. To open a client's record from the account view, choose Open beside their name.

Add a service location¶

To add a location to the account:

Open the account view and choose Add location under Service locations.
Fill in Location name (required) and Address. If address suggestions appear, pick the address from the list.
Fill in Access & standing instructions for this property if you have them.
If the account has two or more clients, choose the Lead client for this location. With one client, that client is the lead automatically.
Choose Create location.

Lupa confirms with Service location created. Pets are added once the location exists: open it again with Edit.

Edit a service location¶

To change a location's name, address, price, lead or instructions:

Open the account view and choose Edit beside the location.
Change any of:
- Location name and Address;
- Default unit price (cents) — the location's default price, entered in cents; the dollar amount shows beside the label;
- Lead client — shown when the account has two or more clients;
- Access & standing instructions for this property — gate codes, access route, hazards.
Choose Save.

Lupa confirms with Service location saved.

The standing instructions belong to the property: every visit there shows them, including read-only on Edit Visit. A note about one job belongs on that visit instead.

Each row under Service locations shows the location's address, its Default price if it has one, its Lead, and its access instructions — or No access instructions recorded when there are none.

Manage pets at a location¶

Pets are recorded per service location, in the location window.

To open a location's pets:

From the account view, choose Edit beside the location; or
On the record of a client who leads more than one location, go to Pets by location and choose the location's header. Only locations that already have pets are listed there; for any other location, use the account view.

Under Pets at this location:

To add a pet, fill in Name, Breed and About this pet, then choose Add pet.
To edit a pet, choose it, change the fields, and choose Save.
To remove a pet, choose the × beside it and confirm.

What stays with the office¶

Technicians cannot delete an account, a client or a service location. Ask your office to remove one.