Introduction to locations.
A location is the address where equipment, which is the actual machine on which you provide service are located. Some call it a job site.
By default, a location is automatically created when a new account is set up, unless this setting is disabled. In many cases, an account may have only one location, which is usually the company’s main address. However, an account can have multiple locations. In addition, each location can contain sub-locations.
For example, imagine a university campus saved as one main location. Within that campus, there may be multiple buildings such as the Administration Block, Engineering Building, or Student Center. Each of these buildings can be created as sub-locations under the university, which serves as the parent location.
This structure makes it easier for technicians to clearly identify the exact building where service is required. Instead of only seeing “University Campus,” they can see the specific building they need to attend to, improving clarity and efficiency in service delivery.
How to Create a Location
To create a new location, follow the steps below carefully:
On the Portal, navigate to Services in the navigation panel.
Select Equipment.
Click the plus (+) icon and choose Create New Location, or click Add New Location. Alternatively, use the quick + Add button in the top panel and select Location. This action will open the Create Location screen.
Select the Account to which this location belongs.
Decide the Location Type. A completely new location for the account, or a sub-location under an existing parent location. If you want to create a sub-location, toggle the option to indicate that it is a sub-location. If what you need instead is a new main location, ensure the toggle is switched off. (default)
Enter the Location Address (for a new location) or Select a Parent address (for a sub location)
Add a Location Name. The location name is given automatically, which is the name of the account, followed by the address. But of course, you can name your location as you want
Add any additional Information.
In the Contact Information section, specify the main contact person for that location. This is the person technicians or service managers will reach out to when necessary.
Add additional contacts if multiple people should be reachable at that address.
Provide the contact email.
Provide the phone number.
Assign a service manager who will be responsible for handling service requests related to this location.
Create another checkbox: This is a checkbox option that allows you to automatically reopen the Create Location window immediately after saving. Check this option if you plan to create multiple locations in succession. If you only need to create one location, leave this box unchecked.
Finally, save the location or sub-location. Once saved, the new location will be successfully created and linked to the selected account.
Note: When creating a sub location, the email and phone fields are disabled and read-only. This is because the sub location automatically uses the contact information from the selected parent location.
Next?
Read more about how to manage locations and equipment: