Service Locations

Setting up service locations in Umbrava does more than allow work to be tracked and completed within the app. Our location profiles hold information and documents that allow your sites to be treated with the care they need. This article will go over how to create and manage your locations in Umbrava, and what information in the location profile will directly affect your work orders.

Creating a Location

During onboarding, all of your locations will be added to Umbrava with any information that will be needed to properly service. In the case that you have more locations opening, we will go over how to create locations for yourself.

To create a location, we will need to go to the Company Profile, and select the Locations tab, then click the '+' button at the top of the Locations list.

All required fields are designated by an asterisk*.

All information that is input here will populate in the location once saved.

With the Manage Region permission, you will be able to assign the location to a region upon creation.

To upload multiple locations, you can select the import locations option at the top right of the location list and download the template. Fill out the .CSV file and upload to the import locations screen. This will generate all of the locations into Umbrava from the file.

Location Information

Clicking a location on the Locations list will open up the Location Details page. There are multiple tabs that control different information, or automations for the location.

The Details page contains all information that was initially input into the create location screen. You can add Landlord Obligations onto this page if there are any.

The Documents tab allows you to upload any relevant documents to the specific location, whether it be contracts or photos, this is the place to upload and store those files. The documents cannot be shared to vendors and are strictly for your own company to view.

Service History contains all Work Orders or Projects that have been created for that location. These lists can be filtered and sorted to help narrows down and see specific issues.

Rates allow you to upload rates that are specific to that location. These rates will override the general rates that have been set for the criteria you input. This is explained further here in the Rates page.

The Notes tab is where you can put any location specific information that does not belong in the Details page. This could be specific requirements for the location, or anything out of the ordinary. These notes are not shared to vendors and are strictly for your own company.

Assets are set per location and can be used to track the work that is being done on the specific assets for your locations. This is further broken down in the Assets page.

Auto-Assign is where you can set up Vendors to automatically be assigned to a Work Order that is created under the criteria set for the location. This is further explained in the Auto-Assign help page.

Updating Locations

Location information can be edited by clicking into the location and having the Manage Profile permission active for your user.

All tabs mentioned above will be able to have changes made and can be altered to keep all information up to date for yourself and your vendors who have been assigned to the location.