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 can also have multiple locations.
View a list of locations
To view a list of locations:
Go to (Menu) > Manage > Clients > tap the options button beside a client > > Locations.
Go to (Menu) > Manage > Suppliers > tap the options button beside a supplier > > Locations.
Go to (Menu) > Manage > Contractors > tap the options button beside a contractor > > Locations.
Tap on a location to open the location card (see below).
Location List features
Tap the (three dots) beside a location to access the Location quick actions:
|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.|
|Use the Filter By All () option to show all locations in the list again, after you've finished searching.|
|Tap the green plus button to create a new location for the selected client, supplier, or contractor (see below).|
Create a location
Supervisors and above will be able to create a location.
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.