- Open Inventory and choose Location.
- Give it the name your team uses (Orlando office, Store 14) and the street address. The map pin is placed from the address.
- Add the on-site contact if there is one: the person a technician should call at the door.
- 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.