Locations
Locations represent physical addresses and sites for your clients. They're essential for managing on-site services, asset tracking, and service delivery.
Overview
The Locations module allows you to:
- Store physical addresses for clients
- Track multiple sites per client
- Associate assets with locations
- Plan on-site service visits
Viewing Locations
Navigate to CRM → Locations to see all locations.
List View
The location list shows:
- Location name
- Associated client
- Address
- Assets at location
- Active tickets
Creating a Location
- Click + Add Location
- Enter location details:
- Name - Location identifier (e.g., "Main Office", "Data Center")
- Client - Associated client
- Address - Full street address
- City, State, ZIP - Location details
- Country - Country
- Add optional information:
- Contact person at location
- Phone number
- Special instructions
- Click Save
Location Detail Page
Click on a location to view details:
Overview
- Address and contact information
- Map view (if address is valid)
Assets
- All assets at this location
- Add new assets to location
Tickets
- Tickets related to this location
- Create new location-specific tickets
Managing Multiple Locations
Clients often have multiple locations:
- Headquarters
- Branch offices
- Data centers
- Remote sites
Each location can have:
- Unique contact information
- Different service hours
- Specific assets assigned
- Location-specific notes
On-Site Service Planning
Locations are useful for:
- Scheduling on-site visits
- Calculating travel time
- Inventory management by site
- Service delivery planning
Best Practices
- Use descriptive names - "NYC Office" vs "Location 1"
- Complete addresses - Include full address for mapping
- Assign assets - Link assets to specific locations
- Note access details - Parking, building codes, etc.
- Update when clients move - Keep addresses current