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: ClientGo to SupplierGo to ContractorGo to Alternatively, go to the More tab > Tap on a location to open the location card (see below). |
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Location List features
Quick actions
Tap the (three dots) beside a location to access the Location quick actions:
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Search
Use the search option ![]() |
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Filter By
Use the Filter By All (![]() |
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Create
Tap the green plus button ![]() |
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Create a location
Permission groups Supervisors and above will be able to create a location.
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Location Card
Location details can also be viewed from other areas including the Task worksheet. 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.
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