Setting up locations

Locations are your shops, workshops or offices. Every valuation belongs to a location, and Reports can break figures down by location.

Your first location

New accounts start with one location. While it's your only active location, the valuation wizard selects it for you.

Adding and editing locations

Owners and admins manage locations:

• Open Locations in the sidebar and select Add, or use Add location on the Customer step of the valuation wizard.
• Enter a Name (required), Address Line 1 and City (both required), and optionally Address Line 2, Postcode, Phone and Email.
• Use Edit or Delete on a location to change or remove it.

Other roles can see locations but can't change them.

Inactive locations

A location labelled Inactive can't be chosen for new valuations.