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Inventory

Add a location

One location per street address. Everything at that address, and the on-site contact, hangs off it.

2 min

  1. Open Inventory and choose Location.
  2. Give it the name your team uses (Orlando office, Store 14) and the street address. The map pin is placed from the address.
  3. Add the on-site contact if there is one: the person a technician should call at the door.
  4. Save. Services added later can be attached to it, and anything billed without an address stays account-wide.

Many locations at once

Paste a list of addresses, one per line, on the Add locations page and they are all created together. A spreadsheet import also creates any location it finds that is not there yet.

In the app: Add a location · Add several at once. Sign in to open them in your workspace.

See it on your own bills.

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