On the Locations page, permissioned users can view a list of locations and their details. Locations are essential to the work order generation process: a technician cannot be dispatched to a physical location until your client configures it as a location.
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The image below shows an overview of the Locations page.
Trades you are assigned to for this location. Only the first three trades are shown for each location. To view the full list of trades, click # More. To collapse the list, click Show Less.
To view the contract information for a trade you service at a specific location, click the desired trade. In the overlay that opens, you can also see location details and your account status. |
You can sort locations by a specific parameter and apply multiple filters to the locations list.
You can sort locations by the location number, client name, location name, city, state, or country. By default, the list is sorted by the location number (Store #).
To sort the table by a specific column, click the column header. You will see an up arrow 🔼 next to the column name showing the column is sorted in ascending order. To change the sort order to descending 🔽, click the column header again.
You can dynamically fine-tune the filters on the Locations page by using multiple filtering criteria. Below are the filtering options:
Choose the desired filtering criteria from the drop-down list, and then enter or select the required parameter from the field on the right. The locations list updates accordingly.
You can dynamically filter the locations list using multiple filtering criteria.
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When you no longer need your filtering results and want to return to the full list of locations, you can clear the applied filters.
From the locations list, you can navigate to viewing detailed information about a specific location.
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At the top of the location details page, you can see the location number and name. Switch between the tabs to view the information you need.
Contains basic location details presented in the following sections:
Shows additional details about the location that your client specified, such as district or region manager name, their emails or contact phone numbers, and other pertinent information. The number of location notes is shown in the tab title. Lists files uploaded for the location, for example, floor or evacuation plans, photos, videos, or other relevant materials. You can add an attachment by clicking Upload File. The number of attachments is shown in the tab title. Displays assets associated with the location. You can see a short summary of each asset, including its condition, brand, warranty details, last work orders where it was used, and more. To get to the asset details page, click either the Asset Type or Details.
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