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

Learn how to cross-reference site addresses and verify the correct Strata Plan (SP) number with clients to ensure accurate job creation and prevent invoicing errors.

June 25, 2026 By Reem Saba

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.

Step #1: Review the work order document for the requested job details and site address. — Review the work order document for the requested job details and site address.

Step #2: Highlight the site address in the work order document. — Highlight the site address in the work order document.

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Press Ctrl + C to copy the address.

Next, locate the site in your management system to associate the job with the correct customer account.

Step #4: Paste the copied address into your system's site search field and search for the location. — Paste the copied address into your system's site search field and search for the location.

Step #5: Review the search results to see if the address is listed under multiple customer accounts with different SP numbers. — Review the search results to see if the address is listed under multiple customer accounts with different SP numbers.

If multiple SP numbers exist for the same physical address, do not guess which one to use. Assigning a job to the wrong customer account will cause invoicing errors.

Step #6: Return to the original work order document to check if a specific SP number is explicitly stated. — Return to the original work order document to check if a specific SP number is explicitly stated.

If the SP number is missing from the work order, you must contact the client for clarification before creating the job in the system.

Step #7: Reply to the client's email, thank them for the work order, and ask them to confirm which SP number the job falls under. — Reply to the client's email, thank them for the work order, and ask them to confirm which SP number the job falls under.

Q: Why do I need to double-check the SP number with the client?

A: If a single address is listed under multiple customers with different SP numbers, you must confirm the correct account to prevent the job from being assigned to the wrong customer, which causes invoicing errors.

Q: What should I do if the work order PDF does not specify the SP number?

A: Pause the job creation process and reply to the client's email. Ask them to clarify which SP number the work order falls under before proceeding.

Term	Definition
SP Number	Stands for Strata Plan number, a unique identifier used to differentiate specific customer accounts or strata schemes sharing a physical address.
Work Order	A formal document received from a client detailing a requested service, job description, and site location.
Simpro	A field service management software used to track site locations, customer accounts, and work orders.