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.
Managing Location Settings
To manage your locations, go to hamburger menu > Company Settings > Locations. Here, you can open and edit any of your existing locations. You can change the name of the location and set a different address if needed, which will appear on your invoices.
Example:
Navigate to hamburger menu > Company Settings > Locations.
Click on the location you want to edit.
Change the Name and Address fields as required.
Save your changes.
Adding and Editing Locations
Adding new locations in ProLine is straightforward. You can also edit existing locations to update their details.
Steps to Add a New Location:
Go to hamburger menu > Company Settings > Locations.
Click on Add Location.
Enter the location name and other details.
Click Save.
Steps to Edit an Existing Location:
Navigate to hamburger menu > Company Settings > Locations.
Select the location you want to edit.
Update the required fields.
Click Save.
Setting Up Review URLs
Each location in ProLine can have a unique review landing page URL, typically your Google My Business URL. This helps direct customers to the appropriate review page based on their location.
Steps to setting up a review URL:
Navigate to the location settings from hamburger menu > Company Settings > Locations.
Find the Review Request URL field.
Enter your Google My Business URL or any other review URL (e.g., Yelp, Facebook).
Save your changes.
Setup Vendor & Service Taxes
Add your vendor (sales) tax and service taxes at the bottom of the locations tab for your service areas. Then, assign these to your different locations. ProLine will automatically apply these taxes to future quotes for projects in each location. Click here for more details about how ProLine handles taxes.
Note: Changing taxes for a location does not retroactively change or remove taxes already added to projects or quotes.
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.