- Adding a Second Location
- Adding Default Locations for Team Members
- Using Locations with Contacts
- Filtering Boards by Location
- Using Locations with the Calendar
- Location-Based Products
- Do's and Don'ts
Do you have multiple locations for your company? You can track multiple locations and even different companies using one JobNimbus account. Locations allow you to separate your jobs and even your products and services between different companies or areas.
Here, we will go over how to enable the Locations feature and how to use it.
Before we Get Into it
Gather the information for your locations. This information should include the location's name and address.
Also, decide if you need to enable the Location Based Products feature which will allow you to separate your products by your different locations.
Adding a Second Location
You can add a second company in your Company information settings. To learn about adding a company to your Company Information, read in our article here.
Adding a second location will allow you to organize your team members, contacts, jobs, and financial documents between your two or more companies.
Setting Default Locations for Teams
Once you have included a second location, a new option will show in your team settings. To change your team member's location, click on your name in the top right corner and select "Settings" from the drop-down menu. In your Settings, select "Team" from the menu on the left.
Click on the 3 dots to the right of the team member's name and select "Edit" from the drop-down menu. In the Edit Team Member window, a new option will become available, allowing you to change the default location for the team member.
Changing this option will make the chosen location the default location for every contact or job that team member creates in JobNimbus. Although a team member may have a default location, this does not limit the access they may have to other locations in your account.
Setting Locations for Contacts
You can set and update the location for a contact or job. To update the location for a Contact of Job, click on the 3 dots in the upper right corner of the contact's or job's information panel and select "Edit" from the drop-down menu.
In the edit window for a contact, you can update the location in the top left corner.
In the edit window for a job, the location drop-down is found under "Job Name".
Changing a contact's or job's location will affect several aspects of the contact or job. When creating an estimate or invoice, the location's address and company logo, if you have included a different logo in the company's information, will reflect in the financial document.
Sorting/Filtering Contacts by Locations
Something else you can do with your contacts or jobs is filter your list so you only see the Contacts or Jobs in a certain location.
To customize your contact or job list, click on 3 dots in the top panel of the contact list and select "Customize" from the drop-down menu.
You can customize your contact or job list much like you do a custom report, by adding or removing columns and creating filters. To learn more about customizing reports, read our article here.
You can filter your contact or job list by creating a filter for a specific location.
Filtering Boards by Locations
You can also filter your boards based on location. When in the Edit Board window, click on "Add Filter", and choose "Location" from the drop-down menu.
To learn more about creating and editing Boards, read our article here.
Reporting on Locations
You can use Locations as a way to report on your contacts and jobs. To learn more about creating Custom Reports to report on your different locations, read our article on Custom Reports.
Using Locations with your Calendar
You can view your tasks on your calendar by location. This will show your tasks in the colors associated with your company's header color in your company information. To learn more about editing your company information, read in our article here.
Checking the box will show your tasks separated by the different colors associated with your company. Unchecking the box will show your tasks separated by your team members.
Location Based Products
Another way you can use locations is through Location Based Products. Using this feature, you can make products exclusive to different locations.
⚠️Before you enable this feature, please read this section to ensure this is a feature you need as you cannot disable the feature after enabling. If you have questions, please contact email@example.com. ⚠️
Enable Location Based Products
To enable Location Based Products, click on your name in the top right corner and select "Settings" from the drop-down menu. In your Settings, select "Features" from the menu on the left.
In the Features tab, scroll down to the bottom of the JobNimbus Features section and click the "Enable" button to the right in the Location Based Products row. Note: This feature cannot be disabled once it is enabled.
Using Location Based Products
To use the Location Based Products feature, select "Products & Services" from the menu on the left. When editing or creating a new product, there will be a new option to choose a location for that product.
Once Location Based Products is enabled, products must be specified for a specific location and those products cannot be used outside that location. If you wish to have the same product for two different locations, you will need to create two separate products for each location.
To learn more about Products & Services, read in our article here.
Do's and Don'ts
- Create different locations for the different company locations you may have.
- Enable the Location Based Products feature if you don't need to as you cannot disable it.
- How does the locations feature affect access profiles?
Full access users will still see all records in the account, regardless of location. Consider using groups for each location and making location managers the managers of groups to restrict access to their location.
Why am I not seeing the product I created when creating/editing a financial record (estimate, invoice, etc...) after I enabled Location Based Products?
The contact or job is set to a location that is different from the product location.
Do I have to create all new products and services for each location?
Yes. Since enabling Location Based Products separates the product list entirely, you will need to create new products for each location.
Still have a few questions about setting up your locations? Contact Support at (855) 964-6287 or via email at firstname.lastname@example.org.
Have a great idea to help us improve our locations? Recommend features and vote for requests at JobNimbus Feedback!