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2.1 Add a new location to your Office

Written by Support

Goal

Spin up a new Field Location, e.g. a new truck or crew.

Who

Office Manager (for Offices you manage) or Org Admin.

Steps

  1. From the Field home page, click Create New.

  2. Pick your Office, name the location, optionally apply a template.

  3. Land on the new location's detail page.

  4. Confirm the Office assignment widget in the right rail shows the right Office.

  5. From the Parts or Tools tab, review and add bins.

  6. From the right rail, invite users to the location.

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