Skip to main content

Managing Locations

Each customer can have multiple service locations. A location represents a physical site where your technicians perform plant care. Locations are the building blocks of routes and service visits.

Adding a location​

  1. Open a customer's detail page, and click Edit.
  2. Under Locations, select Location Manager.
  3. Fill in the details:

Fields​

  • Primary -- Hit the star to mark a location as the customer's primary location
  • Location name (required) -- A descriptive name for the site (e.g., "Downtown", "Bayside")
  • Address (required) -- Start typing to search. The address is geocoded for mapping and route optimization
  • Service time -- How many minutes a typical visit takes at this location. This is used when calculating total route times

Service schedule​

  • Service days -- Which days of the week this location is serviced
  • Week pattern -- Which specific weeks in the cycle (e.g., Week 1 or Week 2)

How locations are used​

  • Routes -- Locations are added as waypoints in service routes. The address coordinates are used for driving time calculations and route optimization
  • Service visits -- When a technician checks in, they select the location they're visiting
  • Plants -- Plant inventory is organized by location. Each plant belongs to a specific location
  • Orders -- Orders are tied to specific locations

Editing a location​

Click on a location in the customer's Location Manager to edit it. You can update the address, service schedule, and all other fields.

Deleting a location​

Remove a location from the Location Manager. If the location is used as a waypoint in any routes, you'll need to remove it from those routes first.

warning

Deleting a location removes all associated plant records and disconnects it from routes.

Location map​

Each location with a geocoded address displays on a map in the customer detail view. This gives you a visual reference for where your service sites are located.