Locations

Locations represent service sites tied to a customer.

To create a location record:

1. Open Locations.

2. Select New Location.

3. Complete the location identity and parent-account fields.

   • Customer (Required): Select the customer that owns the service site.

   • Location Name (Required): Enter the location name.

   • Location Number: This is auto-generated after you save the location record.

4. Complete the service-site address and contact fields.

   • Address 1 (Required): Enter the primary location address.

   • City (Required): Enter the city.

   • State/Province (Required): Enter the state or province.

   • Postal Code (Required): Enter the postal or ZIP code.

   • Phone (Optional): Enter the site phone number.

   • Email (Optional): Enter the site email address.

5. Complete tax and service defaults as needed.

   • Tax Area Code (Required only when tax liable is enabled): Select the location tax area when the site is taxable.

   • Tax Liable (Optional): Turn on only when this location should use site tax rules.

   • Preferred Technician (Optional): Select the technician typically assigned to this site.

6. Save the location.

Key Rules

• Locations must belong to a customer.

• A location is the service site used by service calls, equipment, and site-level contacts.