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
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 or estimations can be customized with office-specific information and branding. Templates for both proposals and estimations can also be location-specific, enhancing accuracy and localization.
Use Case: Companies with Multiple Offices
For businesses operating in different states or regions, the Locations feature provides essential flexibility:
Set unique office hours, license details, and regulatory information for each location.
Customize proposal and estimation templates 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.