Locations

Locations represent service sites tied to a customer.

To create a location record:

1. Open Locations.

2. Select New Location.

3. Complete the following 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.

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

   • Email (Optional): Enter the email address(es), separated by a semicolon, to which invoices are sent.

   • Invoice Location: Mark to indicate that invoices are sent to the location email address.

   • Labor Rate Group (Required): Select the labor rate group.

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

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

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

   • Default Price List (Required): Select the default price list.

   • Require PO for service calls: Mark if a purchase order is required on the service call.

4. Enter the following address information:

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

   • Address 2: Enter the secondary location address.

   • City (Required): Enter the city.

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

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

   • Country: Enter the country.

5. Save the location.

Review Location Information

After the location has been saved, you can view or add the following information:

1. • Contacts

   • Service Calls

   • Equipment

   • Notes