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Create a New Location

Create a New Location

1. Select New Location from the main menu.

2. Select Client name from the drop down.
3. Add Location details.
4. Select the Create button.

Note: The Location email address is the email address used when emailing Invoices, Service Reports and Quotes.

 

Add Client as Location

1. Select Find Client from the main menu.

2. Search the Client name.
3. Select the Client.
3. Select the Add as Location button.

 

Import Locations
Import Location via CSV

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