Add a facility

Add a facility for each location you maintain, so its work orders and settings stay separate from your other locations.

Who can do this: Admin, Manager

Select Facilities in the sidebar.
Select Create New Facility.
Enter the Facility Name, Address Line 1, City, State and ZIP Code. Address Line 2 is optional.
Select Submit.

The panel closes and the new facility appears on the Facilities page. You’re assigned to it automatically. To see it in the facility switcher, select Refresh Facilities or reload the page.

What a new facility starts with

A new facility is active and ready for work orders. It has the default task types and default notification settings. You’re the only person assigned to it.

What to do next

Assign users, so your team can get to it.
Set up work order notifications.
Change the task types if the defaults don’t fit.
Add the lease info if the facility is leased.
Set up completion rules if you want rules for closing work orders.