Locations/groups in HeyPros: Locations/groups serve as central hubs within the HeyPros system, housing both users and work orders. They can be used for a few different use cases.
For example:
Businesses that have multiple geographic locations need to have staff or subcontractors only see work orders that are attached to a given location.
Businesses that want to have multiple departments and want to have staff or subcontractors only view those work orders.
Creating a location/groups is required for work order creation, emphasizing the principle that every work order must be tied to a location/groups. Furthermore, locations facilitate organizational segmentation, enabling users to be grouped and differentiated based on specific geographical locations, departments, teams, or areas. It's worth noting that a user isn't confined to just one location; they can be associated with multiple locations/groups, enhancing flexibility and adaptability within the platform.
1. Click on Locations/Groups
2. Click on Add Location
3. Type the location name
4. If applicable, type the license number. (or ignore)
5. Select which state the license is from (or ignore)
6. Type the location phone number (or ignore)
This is to allow the subcontractor to know what number to contact in that location/group if necessary.
7. Type the location address.
8. If applicable, type the website for the office.
9. Upload the location image
10. Click on Submit
Note: At the moment you cannot delete a location/group on your own. You must contact HeyPros support and we will delete a location for you on the backend.
Keep in mind, because work orders belong to a location/group any work orders that have been created in a location/group will also be deleted.
Users that are attached to a location/group that you need to delete will need to be unattached from a location/group and reattached to a new or existing one before we can delete the location/group.