How to Create a Location

Locations are where your team provides cleaning services. Every schedule, inspection, and report ties to a location. Let's add one! 📍

1

Open the Locations Module

Click Locations in the sidebar. You'll see all your service locations listed here.

2

Open the "Add Location" Form

Click + Add Location. The creation form appears with all fields you need to fill.

3

Fill in Location Details

Complete each field carefully:

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Pro tip: The more detail you add (especially cleaning instructions), the smoother your team's on-site experience.

📋 Form Fields

Field	Required	Description
Location Name	✅ Yes	A clear, identifiable name for this location. e.g. "Downtown Office Building"
Address	✅ Yes	Full street address. Used for GPS geofencing and team navigation. e.g. "123 Main St, Suite 400, New York, NY 10001"
Client	Optional	Link this location to a client. Can be set later. e.g. "ABC Corporation"
Contact Name	Optional	On-site contact person. e.g. "John Smith"
Contact Phone	Optional	Phone for the on-site contact. e.g. "(555) 123-4567"
Contact Email	Optional	Email for report delivery. e.g. "john@company.com"
cleaning instructions	Optional	How to enter the building — key codes, gate info, parking. e.g. "Enter through loading dock. Code: 4521."
Square Footage	Optional	Cleanable area size. e.g. "15,000 sq ft"
Notes	Optional	Any special requirements or hazards. e.g. "Server room on 3rd floor — do not enter"

4

Save the Location

Click Save. The location appears in your list and is ready for scheduling, team assignment, and geofencing.

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After saving, you can set up GPS geofencing, assign team members, and link supplies from the location detail page.