Manage Locations

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.

How to Navigate to the Locations Page
In the hamburger menu, click Administration > Locations. The Locations page appears.

Overview of the Locations Page

The image below shows an overview of the Locations page.

Section	Description

Section	Description
Locations count	At the top of the page, you can see the total number of displayed locations. Once you apply filters to the locations list, the number updates accordingly.
Filters	Apply filters to the locations list to find the locations you need.
Primary Rank	The Primary Rank checkbox is clear by default. Select this checkbox to display only those locations and trades for which you are assigned as a primary rank provider by your client.
Exclude Closed Locations	The Exclude Closed Locations checkbox is used for hiding closed locations. By default, closed locations are hidden. To display them on the list, clear the Exclude Closed Locations checkbox
Locations list	View a list of locations you have access to. You can sort locations by specific parameters or navigate to the details page of the desired location to view extended information about it. In the table listing locations, you can see the following details for each location: Store # showing the location number Client Name displaying the client company name Location Name showing the location name and city Location address information, including: Address City State Country Phone number of the main contact 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. Viewing contract information for a trade
Download options	Click the button at the bottom left of the locations list to download the desired Excel report: Locations report. Contains a list of locations and their basic details: location ID, name, address, opening and closing dates, contact person, and phone number. Provider assignments report. Includes a list of locations with their basic details, location notes, and the trades you are assigned to service.
Pagination	Use the pagination options at the bottom right of the locations list to set the number of locations displayed per page — 10, 20, or 50 — and switch between pages. By default, 20 locations are shown.

Sorting and Filtering Locations

You can sort locations by a specific parameter and apply multiple filters to the locations list.

Sorting Locations

You can sort locations by the location number, 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.

Sortable columns on the Locations page

Filtering Locations

You can dynamically fine-tune the filters on the Locations page by using multiple filtering criteria. Below are the filtering options:

Subscriber you have a contract with
Location attributes: location ID, name, region, district, address, city, state/province, zip code, and country
Opening date. You can set a range for the opening date of locations using the Open From or Open To options.
Trade you service at a location

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.

Applying filters on the Locations page

You can dynamically filter the locations list using multiple filtering criteria.

Freddy, a contractor, wants to see which locations his Doors business is assigned to in the city of New York. Freddy dynamically filters the list by city New York and trade Doors to see the list of locations. As illustrated below, there are 5 locations where the contractor services Doors work orders in New York.

Dynamically filtering locations by multiple criteria

When you no longer need your filtering results and want to return to the full list of locations, you can clear the applied filters.

Click X on the desired filter name to clear a specific filter. The remaining filters stay active, and the locations list updates according to the remaining filters.
Click X to the left of all filter names to clear all applied filters at once.

Viewing a Location

From the locations list, you can navigate to detailed information about a specific location.

How to Get to the Location Details Page

On the locations list, find the location you want to view, and click either its Store # or Location Name. The location details page appears.
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.
Switch to the Details tab. It contains basic location details presented in the following sections:

Location Address: Location ID, name, and address, including the region, district, country, and more.
Information: Square footage of the location.
Status: Date when the location was opened. The Open Date field remains blank until your client adds this date.
Contact: Contact details of the person responsible for the location, including their name, phone and fax numbers, and email.
Other sections may be available on the Details tab depending on the location configuration.

Switch to the Location Notes tab. It 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.

Location Notes tab on the location details page

Switch to the Attachments tab. It 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.

Switch to the Assets tab. It 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.

Assets tab on the location details page

You can dynamically filter assets by location ID, asset type, trade, or brand. Filters work the same way as on the locations page.

Dynamically filtering assets by multiple criteria on the Assets tab