Add a service location

Keep several sites under one client and choose the right one for each visit.

Before you start

Create the client first. Have the address and site-specific instructions ready.

Open locations

Open the client record and the Locations tab. The main address belongs to the client record; use an additional location for another building, shop or site belonging to the same client.

Identify the site

Choose the add-location action. Give it a code and a name the team recognizes, for example L02 and North Warehouse. Enter the address and check the coordinates.

Add site instructions

Record technician notes and items to bring that apply to this site. Review the remaining applicable fields and save the location.

Select the site on a work order

When creating a work order, select the client first and then the work location. Check the displayed address before assigning technicians or scheduling the visit.

Check the result

The new location appears on the client record and can be selected for a work order.

If something gets in the way

Does the visit show the wrong address?

Check the location selected on the work order itself. Adding a location to the client does not mean every existing work order now uses it.