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.
   • Location Logo (optional) — click Add Image to upload this branch’s logo. See Give a location its own logo.
   • Location Tags (optional) — a few keywords to filter by later. Press Enter after each tag.
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.

Give a location its own logo

If your branches trade under different names or brands, each location can carry its own logo.

1. Go to Settings → Locations and open the location (or create a new one).
2. Under Location Logo, click Add Image and choose the file. To swap it later, click Change Image; to go back to your company logo, remove the image.
3. Click Create or Update.

Quotes, jobs, and invoices tied to that location — including the emails, PDFs, and client portal pages your customers see — show the location’s logo instead of your company logo. Records with no location, or tied to a location without a logo, keep using your company logo.

What happens next

• The new location becomes available as a choice on invoice, job, and purchase order forms.
• When you create an employee, you assign them a home location, which then pre-fills on the quotes, jobs, and invoices they create (see Assign employees and jobs to 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. Review the confirmation, which shows how many jobs, invoices, and quotes are tied to the location, then confirm.

The location disappears from dropdowns on new records. The jobs, invoices, and quotes themselves are not deleted, but they’re no longer tied to any location — and employees whose home location it was lose that default.

Move stock out first

A location that still holds product stock, or has products on hold for open quotes, jobs, or invoices, can’t be deleted. Transfer or zero out that stock first (see Track inventory levels), then try again. It’s also a good idea to reassign employees to another location before deleting, so their new jobs pre-fill correctly.

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 product can track how much stock sits at each location, and when you receive a purchase order you choose which location the items go to. With multiple locations, you can see what’s at the downtown showroom vs. the warehouse vs. the second branch. See Track inventory levels and Receive a purchase order.

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, once its stock has been moved or zeroed out. Deleting removes the location from the jobs, invoices, and quotes that referenced it, so they’ll no longer appear under that location in branch reports. If you still want historical reporting for the branch, consider keeping the location and simply not using it for new work.

Do my customers see the location logo or my company logo?

If the quote, job, or invoice is tied to a location that has a logo, they see the location’s logo. Otherwise they see your company logo.

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