Overview

Locations allow you to organize customer properties, store important details, and create work orders for specific service addresses. Each location is tied to a customer record and keeps track of contacts, tags, and all related work in one place.

Navigate to Locations from the left navigation menu.

Click + Add Location.

Enter the required location information:

• Location Name
• Service Address
• Contact Information
• Additional Details

Select Create Location.

Navigate to Locations from the left navigation menu.

Select the location you want to update.

Click Edit.

Update the necessary information.

Click Save Changes.

Selecting a location opens the Location Details page, which provides a complete view of the property. This includes:

• Customer name associated with the location
• Tags applied to the location
• Service location contacts — up to 10 contacts with phone and email
• Work — Active Work and Work History tabs showing all work orders tied to the location

Add or Update Tags

Select a tag from the Tags field to categorize the location for easier filtering and reporting.

Manage Service Location Contacts

Click Add under Service Location Contacts to add up to 10 contacts for the location. Each contact can include a name, phone number, and email. Use the ⋮ menu next to a contact to edit or remove it.

View Active Work and Work History

Use the Active Work tab to see work orders currently in progress for the location, and the Work History tab to review completed jobs. Click + New to create a new work order directly from the location.

Additional Location Actions

Use the ⋮ menu in the top right corner of the Location Details page for additional actions, such as editing location details or removing the location.

💡 Best Practice

• Keep addresses up to date
• Verify contact information before scheduling work
• Review location history before dispatching technicians
• Update location details whenever customer information changes