Multi-Location Support

Overview

Multi-location support lets contractor companies with multiple branches or service areas organize their operations by location. Create locations for each branch, assign team members to specific locations, and track which jobs and tickets are handled at each branch - perfect for growing businesses with multiple offices or service territories.

How Location Visibility Works

Automatic Location Stamping

When team members create jobs or tickets, BlueClerk automatically assigns their location:

• Jobs auto-inherit the creating user's assigned location
• Tickets auto-inherit the creating user's assigned location
• No location picker needed - zero extra clicks on forms
• Unassigned users create jobs/tickets with no location (null) - works like before

Who Sees What

BlueClerk automatically filters what team members see based on their location assignment:

• Assigned users see only jobs/tickets from their location
• Admins see everything across all locations (bypass filter)
• canViewAllLocations users see everything across all locations (bypass filter)
• Unassigned users see everything (no filter applied)

This means team members naturally see only the work relevant to their branch without manual filtering.

Location Filtering

Admins and users with canViewAllLocations permission can filter work by location:

• Jobs list includes location dropdown filter (only visible to admins/canViewAllLocations with 2+ locations)
• Filter by specific location or "All Locations" to see everything
• Default: All Locations - no filter applied initially

Creating Locations

Adding a Location

1. Go to Settings > Team > Locations
2. Click "Add Location"
3. Enter location details:
   • Name (required) - Branch name like "Dallas Office" or "North Region"
   • City (optional) - Location city
   • State (optional) - Location state
4. Click "Save"
5. Location appears in the locations list

Editing Locations

1. Open the location you want to edit
2. Update name, city, or state
3. Click "Save"

Deleting Locations

1. Open the location you want to delete
2. Click "Delete Location"
3. Confirm deletion
4. Location is removed - assigned members are unassigned

Assigning Team Members to Locations

From the Team Page

The team page shows a Location column when your company has locations set up:

1. Go to Settings > Team
2. See the Location column in the team members table
3. For each team member:
   • Admins see a dropdown to assign members to locations
   • Non-admins see the location name (read-only)
4. Click the dropdown and select a location
5. Assignment saves automatically
6. Select "Unassigned" to remove location assignment

Who Can Assign Locations

• Admins can assign any team member to any location via the inline dropdown
• Non-admins can view location assignments but cannot change them

Multiple Assignments

Currently, each team member can only be assigned to one location at a time. If you need a team member to work across multiple locations, leave them unassigned - they'll see all work across all locations.

Location Column Display

The Location column on the team page:

• Only shows if your company has locations set up
• Shows "Unassigned" for team members not assigned to any location
• Admins see an inline dropdown to assign/change locations
• Non-admins see the location name as read-only text

Use Cases

Multi-Branch Companies

If you have offices in Dallas, Houston, and Austin:

1. Create three locations (Dallas Office, Houston Office, Austin Office)
2. Assign team members to their home office
3. Jobs and tickets auto-stamp with the creator's location
4. Team members see only their branch's work automatically
5. Admins can filter to see specific branches or all locations

Regional Teams

If you organize by service territory:

1. Create locations for North Region, South Region, East Region
2. Assign field techs to their regions
3. Work auto-filters to show only relevant jobs
4. Regional managers (admins) can see their region or all regions

Mobile Teams

If some team members work across all locations:

1. Leave them unassigned (no location)
2. They see all work across all branches
3. Jobs they create have no location stamp
4. Use for dispatchers, roving techs, or managers

Benefits

• Zero extra clicks - No location picker on forms, just automatic stamping
• Automatic filtering - Team members see only their work
• Flexible admin access - Admins always see everything
• Optional filtering - Admins can filter by location in jobs list when needed
• Clean data - Location tracked on every job and ticket for reporting
• Scalable - Works for 2 branches or 20

Questions

Q: What if a team member needs to see work from multiple locations? A: Leave them unassigned - they'll see all work across all locations.

Q: Can non-admins filter by location? A: No - location filtering is only visible to admins and users with canViewAllLocations permission who have 2 or more locations.

Q: What happens to existing jobs and tickets when I set up locations? A: Existing jobs and tickets remain unassigned (locationId: null). Only new jobs and tickets created after location assignment will have locations stamped automatically.

Q: Can I assign a location to a job manually? A: Not through the UI - jobs inherit the creator's location automatically. If you need to change a job's location, contact support or use the database directly.

Q: Do subcontractors get assigned to locations? A: No - locations are only for internal team members (CompanyMember records). Subcontractors are not affected by location filtering.