Manage locations

If your business operates out of more than one office or covers distinct service regions, locations keep everything straight. A location in Service Buddy is a named place — a branch, an office, a warehouse, a regional division — with its own address, phone number, and tags.

Once you set locations up, you can tie invoices, jobs, purchase orders, and employees to them. That makes reports by branch, commissions by region, and routing by territory all possible.

Add a location

1. Click Settings in the left sidebar.
2. Click Locations (under Company Management).
3. Click + Create.
4. Fill in the Create Location form:
   • Location Name — what your team calls it, for example Downtown Office or North Dallas Branch.
   • Phone Number and Phone Number (Alternative) — pick the correct country code.
   • Business Email — used for location-specific notifications.
   • Address — Address Line 1, Address Line 2, City, State, Post Code, Country.
   • Channel (optional) — a sales or service channel, useful for reporting.
   • Location Tags (optional) — a few keywords to filter by later.
5. Click Create.

Edit a location

1. Go to Settings → Locations.
2. Click the edit icon on the location row.
3. Update any field in the Update Location form.
4. Click Update.

The changes flow through instantly — the next invoice, job, or PO tied to this location picks up the new details.

What happens next

• The new location becomes available as a choice on invoice, job, and purchase order forms.
• When you create an employee, you can assign them to one or more locations (see Organize employees into groups and locations).
• Reports gain a Location filter, letting you compare revenue, commissions, and job volume between branches.

Close or remove a location

If a branch shuts down or you’re consolidating:

1. Go to Settings → Locations.
2. Click the delete icon on the location row.
3. Confirm the deletion.

The location disappears from dropdowns on new records. History stays intact — old invoices and jobs still show which location they came from.

Don’t delete active locations

If employees, clients, or open jobs are still assigned to a location, delete the assignments first. Otherwise, your teams may end up without a default location the next time they create a job and the form will flag an error.

Tips for multi-location businesses

• Use one naming convention. “Downtown” vs. “DTN” vs. “Main Office” gets confusing fast. Pick a format and stick to it.
• Set a default location per employee. When someone creates a job, Service Buddy pre-fills their default. Fewer clicks, fewer mistakes.
• Check tax settings per location. If your locations are in different states or countries, make sure each has the correct tax rates configured. See your business settings.
• Use tags for soft grouping. If you have 30 locations across 5 regions, add a “Northeast” or “Southwest” tag to each for quick filtering.

FAQ

Do I need locations if I only have one showroom?

No — locations are optional. Single-store retailers can skip this entirely. Set them up when you open a second store, a separate warehouse, or want regional reporting.

Should a warehouse be a location?

If you receive POs there or stock different inventory than the showroom, yes. If it’s just a shared space behind the showroom, no — track it as part of the main location and avoid the extra setup.

How do locations affect inventory?

Each PO can be tied to a location, and stock received against that PO is tracked under that location. With multiple locations, you can see what’s at the downtown showroom vs. the warehouse vs. the second branch.

How do locations affect tax rates?

You’ll typically configure tax rates that match each location’s jurisdiction. When jobs and invoices are created at a specific location, the corresponding tax rate applies. See Set up tax rates.

Can a single client have jobs at multiple locations?

Yes — clients aren’t bound to one location. The location is set per job/invoice, so a property manager client can have a job at one branch and another job at a different branch.

What if I move an employee to a different store?

Update their location assignments on their employee record. Future jobs they create or get assigned to use the new default; past records stay tied to the old location for clean history.

Can I delete a location after it shuts down?

Yes — but reassign any open jobs, active employees, or unfulfilled POs first. Past records (invoices, completed jobs) keep their location tag intact for history. Most retailers prefer to archive rather than delete to preserve cleaner reporting.

Why doesn’t a specific employee show up when I’m assigning a job at a location?

They’re probably not assigned to that location. Open the employee record and add the location to their Locations list. See Assign employees and jobs to locations.

Related articles

• Assign employees and jobs to locations
• Organize employees into groups and locations