Managing Locations
View and manage all client sites in one place
Overview
The Locations page provides a centralised view of all client sites across your business. Instead of navigating to each client individually, you can see, search, and manage all locations from one place.
Accessing Locations
Navigate to Locations from the sidebar menu. This is available to administrators and supervisors.
Viewing All Locations
The locations table displays:
| Column | Information |
|---|---|
| Location | Site name and code |
| Client | The client this site belongs to (clickable link) |
| Address | Street address, city, state, and postcode |
| Contact | Site contact person and phone number |
| Status | Active or Inactive |
Adding a New Location
- Click the Add Location button
- Select the Client this location belongs to
- Enter the Location Name (e.g., "Head Office", "Warehouse")
- Fill in the address details:
- Address Line 1 and 2
- City, State, Postal Code
- Country (defaults to Australia)
- Optionally add a site contact:
- Contact Name
- Contact Phone
- Contact Email
- Set the status (Active/Inactive)
- Click Create Location
Editing a Location
- Find the location in the table
- Click the Edit button (pencil icon)
- Update the necessary fields
- Click Update Location to save
Deleting a Location
- Find the location in the table
- Click the Delete button (bin icon)
- Confirm the deletion when prompted
Searching and Filtering
Use the search box to quickly find locations by:
- Location name
- Client name
- Address
- Contact name
Click on column headers to sort the table.
Locations vs Client Sites
Locations and Client Sites are the same thing. You can manage sites from two places:
- Locations page - See all sites across all clients
- Client view - See sites for a specific client only
Changes made in either place are reflected in both.
Quick Tips
Use descriptive names
Name locations clearly, like "Sydney CBD Office" rather than just "Office".
Add site contacts
Having a site contact makes it easier for cleaners to resolve access issues.
Keep addresses accurate
Accurate addresses help with route planning and ensure staff arrive at the right place.