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Locations overview

Track the physical sites tied to an account — site addresses, gate codes, access notes.

A location is a physical site that belongs to an account. One account can have many locations — for example, a property-management company with a dozen buildings, or a retail chain with multiple stores.

Locations carry the operational details you need to actually show up: address, suite, city, postal code, gate codes, access notes, and the parent account.

What you can do here

  • Search and filter by address, city, postal code, or account.
  • Configure columns to keep the fields your team uses front and center.
  • Quick-create a location and link it to an account inline.
  • Open a location to update access notes or correct an address.

When to use a location vs an account

  • One company at one address → just use the account.
  • One company across many sites → make the company an account, and create a location for each site.

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