Managing multiple locations in ProLine allows you to customize settings and templates for each location, making it easier to handle different addresses, billing details, and unique review URLs.
Accessing Location Settings
To manage your locations, go to:
Click the hamburger menu (☰) in the top left corner of your ProLine account.
Scroll down and select "Company Settings"
A new window will appear in your browser
Select the first tab on the left side labeled "Locations"
Adding and Editing a Location
Every ProLine account must have at least one primary location, created automatically when your account is first set up.
Adding a New Location
If your company operates in multiple regions or branches, you can easily add additional locations:
Click the Add Location button.
Enter the required details:
Location Name
Address
City
State
ZIP Code
Country
Time Zone
Once all information is entered, click the blue “Add” button to save.
The new location will now appear beneath your primary location in the list.
Editing an Existing Location
To make updates to an existing location:
Click on the location name to expand its details.
From here, you can:
Edit the Location Name
Set as Default Location (for new projects or reports)
Use a Different Billing Address by selecting the checkbox.
Once selected, a Billing Address section will appear where you can enter alternate invoice details.
Apply Service or Vendor Taxes specific to that location as needed.
All changes made are automatically saved once entered, ensuring your billing, tax, and location details remain accurate and up to date.
Using Locations in Quotes and Orders
ProLine allows you to customize quotes and orders for different locations. This is useful if your locations have different suppliers, markets, or pricing.
Steps to Use Locations in Quotes:
Navigate to hamburger menu > Company Settings > Quotes.
Click on the location dropdown menu to change locations (might appear as "Company Defaults":
Customize the template for that location's unique pricing and items.
Save the template.
Steps to Use Locations in Orders:
Go to hamburger menu > Company Settings > Orders.
Click on the location dropdown menu to change locations (might appear as "Company Defaults":
Customize the template for that location's unique requirements.
Save the template.
Automating Location Assignment
ProLine will automatically assign the closest location to a project based on the project's address.
Steps to Create a Project with Automated Location Assignment:
Start a new project in ProLine.
Enter the project's address.
ProLine will automatically assign the closest location.
If needed, manually change the location before saving the project.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.