Most C&I accounts aren't one building. A customer might run a head office, a warehouse, and three retail sites — each with its own meter, TDU, and ERCOT zone. Broker Forge lets you keep all of them on a single customer record instead of cloning the account once per site.
How addresses work
Every customer has one primary address and can hold up to five addresses total. The primary is special: it's the address that flows into quotes, proposals, and contracts. The other addresses sit on the record so you have the full picture of the account — and so you can promote any of them to primary in one click when you're quoting a different site.
The customer's main address (the one you see at the top of the record and on documents) is a live copy of whichever location is marked primary. Change the primary and the customer's address updates with it — you never edit the same address in two places.
Step-by-step
Open the Addresses card
On any customer record (Customers → pick a customer), find the Addresses card. A brand-new customer shows its single primary address here; as you add sites, they stack underneath.
Add an address
Click Add. Give the site a Label / Nickname ("Main office", "Warehouse", "Site B") — that label is required, the rest is optional. Fill in the street address, city, state, ZIP, and, if you know them, the TDU / LDC and Utility Zone.
Set the primary
Hover any non-primary address and click the star (Set as primary address). That location becomes the primary, the old primary steps down, and the customer's main address updates to match. The blue Primary badge always marks the current one.
Edit or remove
Use the pencil to edit a site, the trash to remove one. The primary can't be deleted — promote a different address first, then remove the old one.
Tips & gotchas
Rate search reads the primary address for ZIP, TDU, and zone, so before you price a multi-site customer, set the primary to the site you're actually quoting. When you send a contract, the send screen shows a Service location picker for multi-site customers — it defaults to the primary, but you can switch it to the property this contract covers, and that address fills the contract.
A customer record holds at most five addresses. Once you hit the limit the Add button is disabled and the card header reads "5 of 5 — limit reached." For accounts with more sites than that, split them across linked customer records or talk to support about a bulk arrangement.
Addresses and meters are different layers. A single site can still carry several ESI IDs — see Customer fields, accounts, and ESI IDs for how the business → location → meter hierarchy fits together.