Client Locations

Location List

Client Locations are the places that require Facility Maintenance. These addresses that are put into the client profile are what will populate the location lists when creating Work Orders and Projects.

To get to the location list, go to the Client Profile, and on the left side nav bar will be the Locations tab. This will bring you to the screen above. 

This list shows all locations that have been input for the client, or by the client if they are on Umbrava. These locations can be filtered, searched, and sorted by any of the columns. The columns can be rearranged to be in any order of your own preference.

Adding a Location

To add a location for a client, select the '+' button at the top of the Locations list to open the Add Location modal.

This modal allows you to input the information needed to service a location.  You can assign a location to a user Any work created for that location will automatically be assigned to the user. Select 'Save' and the location will be created.

Editing a Location

Clicking on a location brings you to the Location Details page. This page has all information that has been set for the location and an area to input more details that were not available to fill in on creation.

Any information that is changed on this page can be viewed in the Audit, which is accessible through the context menu in the top right corner.

Location Documents

You can add location specific documents into the location by selecting the document tab of the Location page. This tab shows all previously uploaded documentation for the location and allows you to upload new documents. Any document that has been uploaded can be edited, previewed, downloaded and archived. 

The columns can be sorted and filtered.

Location History

the Location History tab shows a list of all work that has been made for that location. The list links to the work orders that have been generated for the site and can be sorted through via columns, filters, phase filter, and search.

Location Rates

The Location Rates can be set in the Rates tab of the Location. These rates will override the Clients rates when creating a proposal/invoice for this location. Location specific rates will always take precedence over a rate set for the client.

The rates can be created and edited the exact same way as client rates.

Notes

Location specific notes can be input if there are details about the location that aren't relevant to the fields on the details page.

The notes can be searched, sorted, and filtered like the other column lists. The notes that are input will maintain formatting when expanding the notes.

Assets

The asset information for a location can be input on the Assets page. This will be broken down in detail on the Asset page.

Auto-Assign

Auto-Assign for a location is the final tab in the location details. This page allows you to set up auto-assigned vendors for the location. 

This will be broken down in detail on the Auto-Assign notes.