Locations

Locations store commonly used pickup, delivery, warehouse, and facility information.

Location details

• Name
• Address
• City, state, zip, and country
• Phone or email when useful
• Time zone
• Notes or appointment instructions
• Facility hours
• Customer or carrier relationship when relevant

Workflow

1. Open Locations.
2. Add or search for a location.
3. Select the team when team controls are shown.
4. Enter complete address details.
5. Confirm time zone if available.
6. Add appointment instructions, hours, and contact details.
7. Save the location.
8. Select it on future loads.

Teams

When teams are enabled, locations belong to a team. Choose the team that owns or most often uses the facility.

If a location is tied to a customer, choose a team that can also access that customer. If a location is missing from search, switch Teams to All teams or confirm the location's team.

Search

Locations appear in global search and the command palette when your permissions and team access allow it. Search can match location name, address, city, state, ZIP, notes, contact fields, or linked customer. Available actions may copy the location address, phone, or email.

Imports

Imported locations should be reviewed before reuse. Confirm team assignment, address formatting, time zone, facility name, contact details, and duplicate matches.

Customer and carrier use

Locations may be used for customer facilities, carrier yards, warehouses, pickup stops, and delivery stops. Keep instructions specific enough for dispatch, drivers, billing, and document review.

Best practices

• Use clear facility names.
• Avoid duplicate locations for the same address.
• Keep appointment instructions current.
• Confirm address details before dispatch.