Add a new Location

Objective: Add a new Location

Assign different locations to companies in Vizybility, like main offices or jobsites. These locations are versatile and used throughout the system for tasks like work orders, rental contracts, and managing financial accounts.

TABLE OF CONTENTS

• Step-by-step Instructions
• Next Steps

Step-by-step Instructions

1. Go to the CRM Module from the welcome portal.
2. Click Company from the navigation bar.
3. Click the Pencil icon next to the company you'd like to add a location to.
4. A new window will open. Select Location from the left-hand side.
5. Click the Add New button.
6. Give the location an appropriate name.
7. Begin typing in the Address 1 field. Select the correct address from the auto-fill list.
8. Once selected, all required values will be filled in. If not, manually fill in the value. 
9. Select the appropriate location type.
10. Click Save.

Locations can be added from multiple areas in the system (ie Rental Contracts, Work Orders, Receivable/Payable Accounts, etc.) 

Next Steps