Locations

Locations are physical addresses used throughout include GO — they can represent job sites, offices, yards, warehouses, or any other place relevant to your work. Once created, a location can be linked to accounts, projects, people, teams, and more, keeping your address data consistent and centralised.

Where to Find Locations

Locations are managed under Settings > Business Unit Settings. In the left-hand settings sidebar, click Locations under the Organization section.

Navigation path: Dashboard → Settings → Business Unit Settings → Locations

The Locations List

Locations list view

What you see on this screen

#	Element	Description
1	Settings Sidebar	The left sidebar groups all Business Unit Settings. Locations is highlighted under Organization.
2	Page Header	Shows the section title and a description of what locations are used for.
3	Create Location	Blue button in the top-right corner. Click to add a new location.
4	Search Bar	Type to filter the location list in real-time by name or address.
5	Column Headers	Click any column header to sort or filter. Use the three-dot menu for advanced filtering.

Creating a New Location

Click the + Create Location button in the top-right corner to open the Create Location dialog.

Create Location dialog

Form Fields

#	Field	Required	Description
1	Location Type	Yes	Classifies the location: Yard, Job Site, Office, Warehouse, or Other.
2	Location Name	No	A friendly name for the location (e.g., "Main Office", "North Yard").
3	Address Line 1	No	Street number and street name (e.g., "123 Main St").
4	Address Line 2	No	Suite, unit, floor, or building number.
5	City	No	City name.
6	State / Province	No	Two-letter state or province code (e.g., "CO", "TX").
7	Postal Code	No	ZIP or postal code.
8	County	No	County name if applicable.
9	Country	No	Defaults to US.
10	Site Contact Name	No	Name of the on-site point of contact.
11	Site Contact Phone	No	Phone number for the site contact.
12	Gate Code	No	Access or gate code for the location.
13	Access Instructions	No	Directions or entry notes for first-time visitors.
14	Notes	No	Any additional context about the location.
15	Active	—	Toggle on (default) to make this location available system-wide. Toggle off to deactivate without deleting.

Duplicate detection: If you enter an address that closely matches an existing location, the system will show a warning and ask you to confirm before proceeding. You can still save by clicking Create Anyway.

Example: Creating a "Main Office" Location

Field	Value
Location Type	`Office`
Location Name	`Main Office`
Address Line 1	`123 Commerce Blvd`
City	`Denver`
State	`CO`
Postal Code	`80201`
Active	On

Click Create Location to save. A success toast confirms the location was created and the grid refreshes automatically.

Editing a Location

Click the pencil icon in the Actions column. The same form opens pre-filled with the current values. Make your changes and click Update Location.

Deleting a Location

Click the trash icon in the Actions column. Confirm the deletion in the dialog that appears. If the location is linked to projects, accounts, or people, consider deactivating it instead of deleting to preserve historical references.

Tips & Best Practices

Always set a Location Type — it helps filter and categorise addresses across the system.
Use the Name field for internal shorthand (e.g., "Downtown HQ") even when a full address is entered.
Gate Code and Access Instructions are especially helpful for field crews navigating to job sites for the first time.
Deactivate rather than delete locations that are no longer in use — their history is preserved in linked records.