Verifying Strata Plan (SP) Numbers + Correct customer details for Work Orders

This guide explains how to cross-reference a work order's site address in your management system and request clarification from the client when multiple Strata Plan (SP) numbers customer exist for the same location. Completing this ensures jobs are assigned to the correct customer account and prevents future invoicing errors.

This workflow is for service coordinators and administrative staff responsible for processing incoming work orders. It should be performed whenever a site address search yields multiple customer accounts for a single physical location.

Review the incoming work order document from the client to identify the required site location.