Locations

If your business has more than one shop or showroom, add each one as a location. Then you can tag each job with the location that handles it, so everyone knows where the work belongs.

Before you start

• Locations need the Premium plan.
• Only the Owner and Admin roles can open Settings → Locations.

Add a location

1. Go to Settings → Locations.
2. Click New location.
3. Enter the Name (for example "Worcester shop") and the Phone.
4. Enter the address.
5. Leave Active on.
6. Click Create.

Tag a job with a location

As soon as your shop has at least one location, the job form shows a Location field.

1. Open the job and click Edit.
2. Pick the Location.
3. Save the job.

When a quote that has a location is approved, the new job keeps that location. Slabs keep their location when you move them.

Edit or turn off a location

1. In Settings → Locations, click Edit on the location to change its name, phone or address.
2. To stop using a location without deleting it, turn off its Active switch in the list.

Good to know: Turning a location off doesn't remove it from jobs that already have it.

What locations don't do yet

Locations are a label on jobs. Today:

• Team members aren't assigned to a location. Everyone on your team sees all jobs they have access to.
• Reports, the dashboard and the schedule aren't filtered by location.
• Company settings (tax rate, terms, timezone) are the same for every location.

If your shop needs any of these, let us know at [email protected].

Related

• Jobs overview
• Team members and roles
• Plans and billing