Overview
Each location in ProgressionLIVE represents a delivery address or work site that differs from the customer's billing address. This article explains the fields and specificities of the location record, as well as its links to customer records.
Columns and display
Each column in the locations table displays specific information (e.g., name, customer, address).
By default, the following columns are displayed: Type, Customer, Name, Tax, Address, City, Postal Code, Phone, and Email.
Column display can be customized.
Double-click a location to open its full record and access its tabs and fields.
Note: Location records have the same tabs as a customer record, except for the General tab, which differs slightly. The Locations and Assigned Employees tabs are only available in a customer record.
General tab
Main fields
Name — Name of the location.
Note: two locations cannot have the same name.Type — Determines which information sections are displayed under the General section.
Example: By default, the Details section with the Internal Notes field.Customer — Indicates which customer this location belongs to.
It is possible to create a location not associated with any customer.
That location will then be available for all customers.
Price list (optional) — Automatically applies a specific price list to tasks linked to this location.
Tax (optional) — Allows assigning a specific tax that differs from the default tax.
Note — Allows entering internal notes about the location.
Display note — If enabled, a pop-up window appears when the location is selected in a task (web only).
Disabled — Deactivates the location (see below).
Do not require mandatory signature — Disables the signature request upon status change for this location.
Location and contact information
Contains the address, phone number, email, etc.
Autocomplete allows the location to be geolocated automatically. (Pro and Premium plans only)
View on map — Displays the geographic position of the location.
Reposition — Allows modifying the geolocation position.
Delete — Removes the geolocation record.
Deactivating a location
You can deactivate a location so it disappears from the main list without deleting its data or history.
To deactivate a location:
Open its record.
Check the Disabled box.
Click Save.
To display a deactivated location again, enable Show disabled items in the list.
Summary
Locations allow you to distinguish work or delivery addresses from customers' billing addresses. They have their own fully configurable information records and can be associated with a customer or left unassociated.
FAQ
What is the difference between a customer and a location?
A customer represents the main billing entity, while a location corresponds to a work or delivery address associated with (or independent from) that customer.
Can I create a location without a customer?
Yes. If no customer is selected, the location will be available for all customers.
How do I display my deactivated locations?
In the locations list, click Show disabled items to make them appear again.