1. Go to Locations and select Add location. You can also use Add location on an account's Locations tab.
2. Choose the Account. Search for an existing one, or select + New account.
3. Enter the Location name.
4. Optional: Location code, Phone, Street address, City, State, Postal code, Site type.
5. Select Add location.
A location code is your own ID for a site, such as "LV-014". Codes must be unique within your company. They're used to match sales imports and asset imports to the right location, so give every location a code if you plan to import data.
Status | Meaning | Reason required? |
Active | In service | No |
Paused | Temporarily paused | Yes |
Pulled | Equipment removed | Yes |
Changes are recorded under Status history.
Section | What's there |
Details | Address, code, phone, access hours, shifts, headcount, install date. Changes save when you click away from the field. |
Map | The site's position, with Directions |
Photos | Select Add photo to show your team what to expect on site |
Contacts here | People at this site; mark one as the primary contact |
Assets here | Machines placed at this site. See [Add an asset]. |
Sales | A 12-month chart and sales entries |
Activity | Calls, visits and surveys |
• Install date: setting one shows the location on the Calendar and in the dashboard's Upcoming list.
• Find a location fast: use the search box on Locations to search by name, code, account or address.