Locations - Overview

Learn about Locations, used for clients and suppliers with multiple sites

Updated on February 2nd, 2024

Locations are used for recording the address and contact details of a client's work site or of your suppliers.

  • Create a location card if the client's work address is different from their business (or home) address.
  • Create multiple locations and contacts for clients who have multiple work sites, e.g. real estate agents who manage properties
  • Link locations to client assets to enable tracking of assets between locations
  • Use pre-built locations for a range of leading suppliers
  • Record GPS coordinates on a supplier location card to quickly locate your nearest branch when in the field.