Locations

What this page is for:
 Branch offices. State Code prefixes new EST/JOB ids (e.g. 23 → 2300001). Location logo can override the company logo on contracts.

Where: Admin Console → Locations
 /portal/settings/system-settings#locations
 Heading: Locations

Steps:

1. Click Add New → Add New Location (Create a branch location used on estimates, jobs, and contracts.).

2. Branch Name (required), Status, Branch Code, State Code, Phone Number, Website, Street Address, City, State, ZIP Code, Upload logo.

3. Save. List columns: Branch ID, Branch, Address, Branch Code. Row Edit.