The location detail page is for the operational truth about one site — where it is, how to get into it, and which account owns it.
What you'll find here
- Address fields — street, suite, city, state, postal code.
- Access notes — gate codes, after-hours instructions, parking, building-specific quirks the field team needs.
- Account link — the company this location belongs to.
- Metadata — when the location was created and last updated.
Tips
- Put anything operational into access notes. The next person to dispatch a technician or visit the site will thank you.
- Don't create a separate location for a one-off meeting address. Locations are for sites you'll come back to.
- If an account moves, update the existing location rather than creating a new one — history stays attached.