Objective
This SOP outlines the steps to create a new client office in EnviroAutomate. Client offices represent the individual office locations for a client organisation. Each client requires at least one associated client office, which is used when linking the client to projects and sites.
Prerequisites
The client that this office belongs to must already exist in the system
Key Steps
1. Navigate to the Create Client Office Page
There are two ways to start:
From a Client Edit page: click the + Add Office button below the Client Offices table. The client will be pre-selected for you.
From the Client Offices list: click Client Offices in the left sidebar under the CLIENTS section, then click the + Create Client Office button at the top of the list.
2. Enter General Information
Fill in the required fields (marked with a red asterisk):
Name - the name of this office location (e.g., "Sydney Head Office", "Melbourne Branch").
Contact Name - the primary contact person at this office.
Status - set the office status: Active, Inactive, or Suspended.
Email - the primary email address for this office (must be a valid email format).
Client - select the parent client organisation from the searchable dropdown.
Phone - the phone number for this office.
Optional general information fields:
Alias - an alternative name or abbreviation for the office.
Company Registration Number - the office's company registration number or ABN.
Website - the office's website URL (must be a valid URL format).
Description / Notes - any additional notes or context about the office.
3. Enter Address Details
The address section includes a Google Maps address search to help you quickly populate the address fields.
Country - select the country from the searchable dropdown. This defaults to your organisation's country setting and restricts the address search to that country.
Address Search - start typing an address to search via Google Places. Selecting a result will automatically populate the address fields below.
Address Line 1 - the street address (auto-populated from search, or enter manually).
Address Line 2 - additional address information (e.g., suite, unit, floor).
City - the city or town (auto-populated from search, or enter manually).
State/Province - the state, province, or territory (auto-populated from search, or enter manually).
Postal Code - the postal or zip code (auto-populated from search, or enter manually).
If you change the Country, the address search will update to search within the newly selected country.
4. Save the Client Office
Review all entered information.
Click Save to create the client office.
Where you land next depends on how you started:
If you opened the page from a Client Edit page (via + Add Office), you are returned to that client's Edit page with the new office listed in the Client Offices table.
Otherwise you are returned to the Client Offices list.
A success notification will confirm the client office was created.
Using Address Search
The Address Search field uses Google Places autocomplete to help you quickly and accurately enter the office address:
Select the correct Country first - this restricts search results to that country
Start typing the address in the Address Search field
Select the correct result from the dropdown suggestions
The following fields will be automatically populated: Address Line 1, City, State/Province, Postal Code, and Country
Review the auto-populated fields and correct any details if needed
The search field clears automatically after an address is selected
You can also enter or edit all address fields manually without using the search.
Cautionary Notes
All required fields must be completed before saving - the form will not submit with missing required fields.
Phone is required - the page will not save without one even though the field has no [Required] data annotation on the server side; the browser blocks the submit.
The Email field is validated for correct email format.
The Website field is validated for correct URL format (include
https://).The Client dropdown must have a client selected - you cannot create an office without linking it to a client.
If you navigated from a Client Edit page, the Client field is pre-selected for you.
The combination of Client plus Name must be unique - you cannot create two offices with the same name for the same client.
Tips for Efficiency
Use the Address Search feature to save time and ensure accurate address data.
Select the correct Country before using Address Search to get the most relevant results.
Give each office a descriptive name that distinguishes it from other offices for the same client (e.g., include the city or region).
If creating an office from the Client Edit page, the client is already selected for you and you are returned there on save.