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Who it’s for:TechnicianProject LeadAdmin
Available on:WebMobile
A Location is a room or area within a job — Kitchen, Master Bath, Basement, etc. All the field work you’ll read about in this help center (photos, floor plans, moisture readings, scope sheets, work notes) lives at the location level, so documentation stays organized room-by-room.
  1. From the job, add a location (New Location on web) and name it.
  2. Optionally apply work tags to flag what kind of work happened there — turn on Use job tags as default to copy the job’s own tags onto every new location automatically.
  3. Reorder locations by dragging.
Work tags are grouped into three kinds, and a location can carry any combination:

Rename, merge, or delete a location

These are done in the web app, from the location’s menu:
  • Rename: choose Rename, enter the new name, and select Confirm. The new name shows on mobile too.
  • Merge Location: if two locations were created for the same room, combine them into the one you keep.
  • Delete Location: a location can only be deleted once it has no photos, readings, or posts attached to it.
Merging two locations combines their photos, readings, floor plans, videos, and feed posts into the one you keep, and merges their scope sheet answers question-by-question. It does not combine their work tags — only the tags on the location you keep survive the merge, so double-check them afterward if the merged-away location had tags the other didn’t.

Rooms and maps: phone or browser