Purpose of Locations
The Locations feature is designed for companies with multiple office sites, enabling them to manage region-specific operations with ease. Each location can be configured with unique details such as:
Address
Phone number
License number
Website URL
Google Places ID / Reviews
Business hours
Branding
Location specific Wisetack account setup
You also have the option to apply default information from the main location across all offices for simplicity.
Locations allow companies to tailor their services, pricing, and client management per office. Technicians can be assigned to specific locations, and proposals can be customized with office-specific information and branding.
Templates for proposals can also be location-specific, enhancing accuracy and localization.
Use Case: Companies with Multiple Offices
For businesses operating in different cities, states, or regions, the Locations feature provides essential flexibility:
Set unique office hours, license details, Branding, and regulatory information for each location.
Customize proposal templates and service plans with location-based pricing, including regional taxes and miscellaneous fees.
Ensure compliance and relevance by reflecting each office’s operational realities within your customer-facing documents.
Adjusting Your Business Hours
Keeping your business hours up to date ensures customers see the correct availability for your company. Follow the steps below to update your hours.
Update Business Hours
Go to Settings → Locations.
Select the location you want to update.
Under the General tab, scroll to Enable Business Hours and toggle it on.
Set Your Hours
If your hours are the same each day (e.g., Monday–Friday, 8:00 AM–5:00 PM), leave “Same for every business day” selected and confirm the times.
If your hours vary by day, deselect “Same for every business day” and adjust each day’s opening and closing times as needed.
Click Save Changes in the lower-right corner.
Setting your Service Area(s)
Service areas control where you can schedule and provide service. Follow the steps below to add, edit, or test service areas for a location.
Access Service Areas
Go to Settings.
Click Locations.
Select the location you want to update.
Open the Service Areas tab.
Click Add Service Area (top right).
Choose a Service Area Type
You can create service areas in two ways:
Radius
Select Radius.
Drag and drop the pin to your desired center point.
Resize the circle to adjust coverage.
Click Save Service Area.
Polygon
Select Polygon.
Click on the map to draw boundary points.
Connect the final point back to the starting point.
Click Save Service Area.
Add Additional Service Areas within the Same Location
You can add multiple service areas to the same location by clicking Add Service Area again and repeating the steps above.
Delete a Service Area
Scroll to your saved service areas.
Click the trash can icon next to the one you want to remove.
Test an Address
To confirm coverage:
Enter a service address at the bottom of the page.
Click Test.
Review whether the address is eligible for service.