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Setup Locations

In this tutorial we cover how to setup sites and locations so you can keep track of contents through the restoration process. From trucks, to vaults, to cleaning room, and more, you can setup locations to map your facilities and operations.

Saul Lustgarten avatar
Written by Saul Lustgarten
Updated over 3 months ago

What Are Locations?

Locations let you digitally map out the physical spaces where your contents move during a job. Think of them as checkpoints in your chain of custody. By setting up locations, you can track every step of an item’s journey — from the customer’s home, to your facility, to the cleaning room, and back again.

This ensures you always have a clear record of where each item is at any point in time. It keeps your team organized and makes your chain of custody airtight.

Sites vs. Locations

  • Sites are the larger containers, representing physical facilities like warehouses or offices.

  • Locations live inside sites and represent specific rooms or zones (e.g., Cleaning Room, Storage Bay, Vaults, Trucks).

How to Create Locations

Step 1 – Navigate to Locations

  1. Go to Organization in the main menu.

  2. Click on the Locations tab.

Step 2 – Add a Site

  1. Click Add Site.

  2. Give the site a name (for example, “Main Facility”).

  3. (Optional) Enter an address or upload an image to help identify the site.

Step 3 – Add Locations to Your Site

Once the site is created, you can add locations inside it:

  • Click Add Location.

  • You can choose to:

    • Add a Single Location (e.g., Cleaning Room).

    • Add Multiple Locations at Once. For multiple locations, enter a prefix (like “Vault”) and the number of locations you want to generate. For example, “Vault” + 100 will automatically create Vault 1 through Vault 100.

Using QR Codes for Locations

Each location created will automatically have a unique code. You can:

  • Print QR codes for a single location.

  • Print QR codes for all locations at once.

Attaching these QR codes to the corresponding physical areas makes it quick and easy to scan locations using the mobile app. This allows you to check items in and out of a location, see what’s stored there, and maintain complete visibility.

Examples of Locations You Might Add

  • Storage Areas: Vaults, Shelves, Rows.

  • Cleaning Zones: Textiles Cleaning Room, Electronics Cleaning Room.

  • Logistics: Trucks, Receiving Dock, Sorting Area.

You can go as granular as you need — the system is flexible enough to match your real-world operations.

Next Steps

Once locations are set up, you’ll be able to:

  • Scan items into and out of locations.

  • View the full history of contents within each location.

  • Track jobs seamlessly across your chain of custody.

👉 In later tutorials, we’ll cover how to use locations during active jobs to scan items, move them, and view full histories.

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