Finding and Creating Locations

The Locations page makes it easy to stay organized.

You can:

• Search by name or address
• Use filters to narrow results
• View locations on a map

To create a new location:

1. Enter an address
2. Adjust the map pin to fine-tune placement
3. Add a location photo (or upload one later)

Location Overview: Instant Insight

Each location page gives you a complete snapshot of activity.

Completed Jobs

View every job completed at that location, including:

• Before and after photos
• Accurate timestamps
• Geolocation data
• Answers to custom form questions

See exactly what the site looks like and what work was performed — including materials used, follow-up needs, and additional notes.

Job Requests

The location page also lists:

• Upcoming work
• Overdue requests
• Assigned users or groups
• Job details and instructions

This ensures nothing slips through the cracks.

Location Files

You can upload files directly to a location for field teams to access while on-site, such as:

• Annotated property maps
• Instructions
• Access codes
• Reference documents

Files are available to employees assigned to that location.

Creating Work from a Location

From the location page, you can quickly:

• Create a new job
• Create a new job request

Everything is centralized and easy to manage.

Organizing with Location Groups

If you manage many locations, grouping helps keep things organized.

Locations can be grouped by:

• Region
• Team
• Property type
• Any structure that fits your business

From a Location Group overview, you can:

• View all locations in the group
• See them on a map
• Manage assigned user groups

Employees can only view and complete work at locations they’re assigned to, keeping access controlled and organized.

Gain Instant Visibility

Monitor job sites, track activity, and manage work without unnecessary travel.