Locations are used when the work site location is different to the client's office location. For example, your client might be a real estate agent and the work location could be at one of their rental properties. Suppliers and Contractors can also have multiple locations.
View a list of locations
To view a list of locations: ClientGo to (Menu) > Manage > Clients > tap the options button beside a client > > Locations. SupplierGo to (Menu) > Manage > Suppliers > tap the options button beside a supplier > > Locations. ContractorGo to (Menu) > Manage > Contractors > tap the options button beside a contractor > > Locations. Alternatively, go to the More tab > > Locations on a client, supplier, or contractor card. Tap on a location to open the location card (see below). |
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Location List features
Quick actions
Tap the (three dots) beside a location to access the Location quick actions:
For Clients | For Suppliers/Contractors | ||
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Option | Description | Option | Description |
Location Details | Open the location card (see below) | Location Details | Open the location card (see below) |
Create New Task | Create a task using this client and location | Create Stock PO | Create a stock purchase order using this supplier/contractor and location |
Tasks | View all open tasks for this location | ||
Assets | View assets belonging to this client |
Search
Use the search option to search for a location belonging to the selected client, supplier, or contractor. Use the location name, address, or suburb to search. | |
Filter By
Use the Filter By All () option to show all locations in the list again, after you've finished searching. | |
Create
Tap the green plus button to create a new location for the selected client, supplier, or contractor (see below). | |
Create a location
Permission groups Supervisors and above will be able to create a location.
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Location Card
Location details can also be viewed from other areas including the Task worksheet. Tap a Location from the Location list to open the location card. The location card displays information about the site including contact details and navigation options. Learn about these below.
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