Locations

Current Clean Estimate V2 uses service locations to scope work, people, crews, assets, inventory, and schedule access. The location workspace brings these controls and the location detail view together in Operations.

Open the location workspace

Open Operations > Locations. The workspace shows the locations in your saved scope with their address, active state, time zone, location type, manager, service-area ZIP count, inventory and equipment totals, and the assigned crew and teammate counts. The list remains safe to use for location selectors and reporting-time-zone settings.

Select a location card to open its detail page. The detail view includes the complete address and contact fields, service-area ZIP codes, notes, the active manager, crew assignments, and the available team links. Counts describe active assignments and records at that location; an all-location permission grant is not presented as a physical assignment.

Manage a service location in V2

Use Add location to create a branch, office, warehouse, yard, or storage location. The form collects the name, address, city, state, ZIP, phone, service-area ZIP codes, active state, manager, notes, time zone, and country.

1. Open Operations > Locations.
2. Select Add location.
3. Enter the name and complete the address, contact, service-area, manager,

notes, time zone, and country fields.

1. Select Create location.
2. From a location card, select Edit to change its saved details.

Notes support ordinary multiline text up to 2,000 characters.

Creating a location requires Manage team and all-location access because a new location is outside every existing pinned scope. Updating an existing location requires Manage team and access to that exact location. A stale edit is rejected with a message to reload the current location before saving. Optional address, manager, notes, and service-area fields can be cleared explicitly. Before deactivating the company default, select and save another active default location. A location with active work, assigned teammates or crews, equipment, or inventory must be cleared or rescheduled before it can be deactivated. Completed historical records remain available for reference, so completed accepted work does not prevent retirement.

W03 teammate and crew assignment preview

Release status: The dedicated W03 member assignment controls described here are pending production deployment and verification.

After W03 is deployed, open Settings > Team > Members to set a teammate's service-location scope. W03 supports All locations or one pinned location. It does not support an arbitrary subset of several locations.

A crew belongs to one location. A member can have one crew or no crew, and a pinned member's crew must belong to the same location. Clean Estimate rejects cross-location assignments. Future sales appointments or crew schedule conflicts can also block a location or crew change until the office reschedules the affected work.

A location-pinned teammate with Manage team sees and manages only non-owner members pinned to that same location. They can invite a non-owner teammate into that persisted location, but cannot create an all-location or sibling-location invitation, unpin themselves or another member to All locations, grant themselves broader access, assign someone to a sibling office, or edit individual permission grants.

Jobs, inventory allocations, dispatch filters, and other protected services enforce these saved boundaries on the server.

For current stock workflows, see Inventory Management. Return to the Operations Overview for the complete V1/V2 capability boundary.