Locations

A Location is a physical place — a job site, an office, a yard, a warehouse, a vendor's address. Once you add a location here, you can tie it to projects, branches, people, and accounts so the address stays consistent everywhere it appears.

Locations power maps, tax filings, and customer-facing PDFs. Adding them up front saves your team from typing the same address five times.

Where to Find Locations

From anywhere in include GO, click the Settings icon in the left sidebar (near the bottom). In the Settings sidebar that opens, under the Organization section, click Locations.

Navigation path: Dashboard → Settings → Organization → Locations

The Locations Page

The page shows a table of all your locations. Unlike most programs that pop up a separate "Add New" window, include GO lets you add and edit locations right in the table itself. You click a cell, type, and save — no popups to open and close.

Locations page

What you see on this screen

#	Element	What it does
1	Add Location button	The blue button in the top-right. Click to start adding a new location. A new empty row appears at the top of the table.
2	Include Archived checkbox	Off by default. Turn it on to also show locations you've deactivated — useful for bringing one back.
3	Name column	A friendly name for the location, like "Main Yard & Shop" or "Dallas Arboretum". This is what appears in dropdowns across the app.
4	Type column	What kind of place this is — Yard, Job Site, Office, Warehouse, Branch, Vendor, or Other. Used to filter and group locations.
5	Status column	A color-coded badge: green "Active" or orange "Deactivated". You can't edit this directly — use the right-click menu.

There's also an ID column (a small auto-generated number), plus columns for Address Line 1, City, State, and Postal Code. A Save / Cancel area appears at the far right only while you're editing.

Adding a New Location

Click the + Add Location button in the top-right. An empty new row slides in at the top of the table, with the cursor already placed in the Name cell.

Adding a new location

What to fill in

Cell	Required?	What to enter
Name	Yes	A short, friendly name for the location. Examples: Main Office, North Yard, Dallas Arboretum. Up to 100 characters. Use whatever your team calls the place — the app will show this name in dropdowns and on maps.
Type	Yes	Pick from the dropdown: Yard, Job Site, Office, Warehouse, Branch, Vendor, or Other. This helps you filter the list later and determines where the location can be used. For example, only places tagged "Job Site" appear in the Job Site picker when creating a project.
Address Line 1	No	Street number and street name, like 123 Main Street. Leave blank if the location has no physical address (rare, but possible).
City	No	City name, like Dallas.
State	No	Two-letter state code (US/Canada) or full province name, like TX or Ontario.
Postal Code	No	ZIP or postal code, like 75201 or 75201-4567. If your country is set to US, it must be in a valid ZIP format.

The ID and Status cells are filled in for you automatically. New locations start as Active right away. Country defaults to US — you don't need to fill it in unless you have an international location (in which case you'd need an administrator to help).

Saving or canceling

Press Enter from any cell to save. The row moves into the main list.
Or click the green checkmark (✓) on the right side of the row to save.
Press Escape, or click the red X, to cancel and discard the new row.

If something's wrong: A red message appears above the table. Most common issue: missing Name or Type. Fill in what's missing and try saving again.

Editing a Location

Click any editable cell — Name, Type, Address Line 1, City, State, or Postal Code — and type the new value. The Save (green checkmark) and Cancel (red X) buttons appear on the right side of the row. Changes don't save until you click the checkmark or press Enter.

You can also right-click on a row and choose Edit from the menu.

Note: Deactivated locations can't be edited. Activate them first if you need to make changes (see below).

Deactivating and Activating Locations

You can't delete locations that are linked to projects, accounts, or other records — that would break history. Instead, you deactivate locations you no longer use. Deactivated locations are hidden from dropdowns throughout the app, but existing records keep their link to them.

Right-click any row to see the menu:

Action	When you'll see it	What it does
Add New Location	Always	Same as clicking the "+ Add Location" button above the table.
Edit	On active rows	Enables the row for editing, same as clicking a cell.
Archive (or Deactivate)	On active rows	Hides the location from dropdowns. A confirmation box appears first.
Activate	On deactivated rows (after you turn on "Include Archived")	Restores the location to active, making it available in dropdowns again.
Delete	On locations not tied to any record	Permanent removal. Only works if nothing references the location.

To see deactivated locations, turn on the Include Archived checkbox at the top of the page. Deactivated rows show an "Archived" badge and are grayed out until you activate them.

Duplicate Detection

If you try to add a location with an address that closely matches one you've already entered (same Address Line 1, City, State, and Postal Code), the system notices and asks you to confirm before saving. This prevents accidentally creating two versions of the same place.

If the match is real but intentional — say, you really do have two offices at the same street address but in different suites — you can still save. The system will ask you to confirm and then create it.

Where Locations Show Up in the App

Locations are used across include GO:

Branches — Each branch can link to a location so its address shows up on paperwork.
Projects — Every project can be tied to a job site location.
Accounts — Client and vendor accounts have billing and shipping location fields.
People — Team members can have a home or work location.
Purchase Orders and Inventory — Warehouse and delivery addresses pull from your Locations list.

Because so many pages pull from this one list, keeping it clean is worth the effort. A typo in a ZIP code here will show up on every invoice and map that references that location.

Who Can Edit This Page?

Anyone with the Settings View permission can see the Locations page. Only users with the Settings Manage Locations permission can add, edit, or deactivate locations. By default this means Super Admin and Branch Manager roles.

If a user can see the page but the Add Location button is missing, their role is missing the manage permission. An administrator can add it under Roles & Permissions.

Tips & Best Practices

Use clear, recognizable names. "Main Yard & Shop" is better than "MY01" in a dropdown. Your team should be able to pick the right location without thinking.
Set the Type correctly. The Type determines where a location appears. Job Sites, Offices, and Yards each show up in different pickers.
Don't create a location for every job. If a customer has a one-time project address, create it on the Project itself, not in this global list. Locations are for places you'll use more than once.
Deactivate, don't delete. Past invoices and projects reference locations. Deactivating hides the location without breaking history.
Fix typos quickly. Because so many records reference Locations, a small mistake here has a big impact downstream.

Common Questions

I can only enter Name, Type, and a few address fields in the grid. Where do I set things like gate code or site contact? The inline grid shows the core fields. The others (Address Line 2, Country, County, Site Contact Name, Site Contact Phone, Gate Code, Access Instructions, Notes, latitude/longitude) exist on the location record but aren't editable from this grid in the current version. They're used by parts of the app that set them automatically, like the quick-add popup on the Projects page.

What's the difference between Branch and Location? A Branch is how your company is organized (Dallas HQ, North Region). A Location is a physical address. A branch can be tied to a location, but they're different things — one branch might have several locations.

Can I rename a location? Yes — click into the Name cell, type the new name, and save. The change takes effect everywhere that location is referenced.

I deactivated a location by accident. How do I restore it? Turn on Include Archived at the top of the page, right-click the archived row, and choose Activate.

Why can't I delete some locations? If a location is linked to any project, account, person, or other record, the Delete option won't remove it — doing so would leave those records pointing at nothing. Deactivate instead, or remove the references first.

The system says I'm creating a duplicate. What does that mean? You entered an address that closely matches an existing active location. Check whether you already have that address in the list under a different name. If it really is a new location, click through the warning and save anyway.

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