Locations

A location is a physical site you service — an office, a retail store, a server room, a warehouse, a customer site. Locations live under clients, group their own assets, and link to every related ticket and project.

The Locations Directory

Open Clients → Locations to see the full directory (/clients/locations/).

The page provides:

Top toolbar

• Page title + breadcrumb (Home → Clients → Locations)
• Add Location button — opens the create modal
• Import button — bulk CSV import
• Export CSV action — download the current filtered set

Left sidebar

• All Locations count
• One row per location-category term with count
• A gear icon to Manage Categories (admin/editor)
• A View Archived toggle button at the bottom

Filters above the table

• Search — matches title, address line 1, address line 2, and location type
• Filter by Client — dropdown of all clients
• Filter by Location Type — text-match against the location_type field
• Sort by — Title / Location Type / Last Updated, with ASC/DESC toggle

Table columns (with toggle visibility)

• Title
• Client
• Location Type
• Address
• Status
• Last Updated
• Actions

Pagination: 20 per page.

Creating a Location

1. Click Add Location in the toolbar
2. The Create Location modal opens
3. Fill in the required fields (see below)
4. Click Create Location

The new location appears in the directory immediately, and you're redirected to its workspace.

Location Fields

Locations have a comprehensive set of fields — most optional, all editable from the workspace.

Identity

• Title (required) — the location name (e.g. "Headquarters", "Warehouse North", "Acme — Salt Lake Office")
• Location Type — free-form text (Office, Warehouse, Server Room, Customer Site)
• Location Status — taxonomy term (default: Active)
• Category — taxonomy term from location-category

Client Assignment

• Client — pick from your client list (relationship field — supports multiple clients but typically one)

Address

• Address Line 1
• Address Line 2
• City
• State / Province
• Country (US/CA/Other)
• ZIP / Postal Code
• Coordinates (auto-geocoded from the address when geocoding is configured)

Contact

• Primary Contact Type — toggle between an existing portal user and a free-form contact
• Contact User (when type = portal user)
• Contact Name, Mobile Phone, Email Address (when type = free-form)

Operations

• Hours of Operation — repeater with per-day Open/Close times and a Closed flag

Assignment

• Assigned To — primary technician or staff member
• Secondary — backup or secondary assignee

Service

• Service Notes — free-form maintenance instructions visible to assigned techs

Linked Items

• Assets at this Location — relationship to asset posts (location_assets)

The Single-Location Workspace

Click any location in the directory to open /location/<slug>/. The workspace uses a two-column layout:

Left column (top)

• A Map / Gallery tab pair:
  • Map — embedded map of the address (when geocoded)
  • Gallery — uploaded photos of the location
• An Activity Log card showing recent changes

Right column (top)

• Quick edit controls — status, type, primary contact, address (admin/editor)
• Inline editing — click any field to edit, blur to save (AJAX)

Bottom section — tabbed details

A horizontal tab row spans the full page below the two columns.

Location Tabs

Tab	Purpose
Details	Full address, hours of operation, contact info
Tickets	Every ticket that references this location
Files	Documents and images attached to the location
Notes	Free-form notes (separate from service notes)
Vault	Encrypted credentials for this location

Tabs that have no content render an empty state ("No tickets for this location") rather than hiding.

Hours of Operation

Each location can declare per-day operating hours via a repeater field:

Day	Closed flag	Open Time	Close Time
Monday	—	09:00	17:00
Tuesday	—	09:00	17:00
Wednesday	—	09:00	17:00
Thursday	—	09:00	17:00
Friday	—	09:00	17:00
Saturday	—	10:00	14:00
Sunday	✓ Closed	—	—

Hours surface in:

• The Details tab on the workspace
• Ticket forms when a user is filing a ticket against this location (so they know if the site is open)
• Optional integrations with scheduling tools

Primary Contact

Locations support two contact modes:

Portal user

Pick an existing WordPress user. Useful when the contact is already a portal user — clicks through to their profile, gets pre-filled email/phone from the user record.

Free-form

Type a name, mobile phone, and email directly. Useful for site managers who don't have portal accounts (security guards, on-site receptionists).

The mode toggle (primary_contact_type) shows/hides the relevant fields.

Related Tickets, Projects & Resources

Locations integrate with three other features:

Tickets

A ticket can reference a location via the location field. The location's Tickets tab queries every ticket where it's referenced — open and closed.

Use cases:

• "Show me all open tickets at the Salt Lake office"
• "Last time we serviced this site, what was the issue?"

Projects

Projects can be tagged with one or more locations. Useful for multi-site rollouts ("Office Refresh — Phase 1: Salt Lake, Denver, Phoenix").

Resources

Locations have a related-resources tab — link any portal resource (a floor plan, an emergency procedure, a vendor contact list) to the location for quick reference.

Bulk Import

For setting up many locations at once, the Import modal (toolbar) accepts CSV uploads.

Recognized columns:

Column	Notes
title (required)	Location name
client_name	Match to existing client by name
location_type	Free-form
address_line_1, address_line_2, city, state, zip, country	Address fields
category	Match to existing category, or create on the fly
assigned_to	Match to user by email or username
primary_contact_email	Match to user by email, or create free-form

Same three-step preview/commit flow as the client import.

Archive & Restore

When a location is no longer in service:

1. Open the location workspace
2. Click the three-dot menu → Archive Location
3. Confirm

Archived locations:

• Hidden from the default directory view
• Their assets remain visible (you can move them to another location, or archive them too)
• Restored from the View Archived toggle in the sidebar

For permanent deletion, use the same menu — admin-only and irreversible.