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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:

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1. Click on Locations/Groups

2. Click on Add Location

3. Type the location/group name

4. Type the location phone number (optional)

This is to allow the subcontractor to know what number to contact in that location/group if necessary.

5. Type the location address (optional)

6. Upload the location image (optional)

7. 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/Groups" on the side bar

2. Find the location you wish to edit

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

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

Watch video:

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