Access the complete list of your business, client, supplier and contractor locations via Accounts > Locations.
From here, you can:
- access location cards
- create a new client location
- Bulk Import locations from a .CSV or .XLS file
- view tasks, periodics, schedules, projects, and assets associated with a location.
Click a Location to open the Location card or any phone number to easily dial the number.
| Icon | Description |
|---|---|
 (building) |
Client location |
 (truck) |
Supplier/Contractor location |
| (no icon) | Business Unit location |
To view Locations specific to a client, supplier, or contractor, click View > Locations either from the List view or Card.
Page Options
| Option | Description |
|---|---|
| Search |
Search Locations. Search filter Click |
| Create Location | Create a Location |
| Active/Archived dropdown | Used this to switch between active and archived Locations. |
| Reorder Columns | Click and drag column headers to reorder them. If you want to return to the default ordering, click  (A-Z). |
 |
Bulk Import locations |
to enhance your search.
List Options
| Option | Description |
|---|---|
| Sort columns | Click the  (up arrow) on the relevant column to sort the data (ascending or descending). |
| Map | Click  (map) to view the location on a map. |
| View button | Click View to view tasks, periodics, schedules, projects, or assets associated with a location. |