All Collections
Using HeyPros as an Administrator
Location Management - Creating and Updating Locations
Location Management - Creating and Updating Locations
James S avatar
Written by James S
Updated over a week ago

Locations hold users and work orders. You cannot have work orders without a location! Locations can be used to separate groups of users and work orders.

Here's a handy visual showing the hierarchical positions of users, locations, and work orders:

An excellent example of use would be if your workforce had different departments. An electrical panel service company, to illustrate, could create one location for residential work, and another location for commercial work. Each unique location can have it's own users, and it's own work orders. This is terrific for separating two departments, along with their users and work orders. While users can be attached to multiple locations, work orders cannot be attached to multiple locations; work orders only belong to one location.

To create a location as an administrator, follow these steps:

โ€‹

1. Navigate to "Locations" page on the sidebar

Navigate to "Locations" page on the sidebar

2. Click on "+ Location"

Click on "+ Location"

3. Input your location's details

Input your location's details

4. If available, add your license number

If available, add your license number

5. Start to input your location's address. You should see a drop-down list of several matching addresses

Start to input your location's address. You should see a drop-down list of several matching addresses

6. Click on the correct address from the drop-down menu. You must select an address from this menu before creating your location

Click on the correct address from the drop-down menu. You must select an address from this menu before creating your location

7. Input your company's website (optional)

Input your company's website (optional)

8. Click on "Upload Image" (optional)

Click on "Upload Image" (optional)

9. When all done, click on "Submit"

When all done, click on "Submit"

Now that we have created a location, let's see how we can go back to make changes and edits to our location

Editing locations

1. Navigate to "Locations" on the side bar

Navigate to "Locations" on the side bar

2. Find your location

Find your location

3. Click on the "More Options" button on the right hand side

Click on the "More Options" button on the right hand side

4. Click on "Edit Location" from the drop-down menu

Click on "Edit Location" from the drop-down menu

5. Edit the details you wish to change on your location

Edit the details you wish to change on your location

6. When done applying changes, click on "Save Changes" to finalize your edits

When done applying changes, click on "Save Changes" to finalize your edits

Did this answer your question?