trackr iO supports businesses that operate across multiple branches, regions or through store locations.
Store locations allow you to define which part of your business is responsible for a job or quote. This is especially useful for companies that have multiple stores, franchises, or teams working using the same user access.
Why Store Locations Matter?
Using Store Locations helps ensure that work is intentionally assigned to the correct branch/store and that all customer-facing documents reflect the right business details. This includes invoices, job sheets, and water test results.
With Store Locations, businesses can:
Separate the completed work clearly per location.
Let users who service multiple locations link the job to a location outside their assigned locations.
Ensure emails and documents show the correct store details.
Improve reporting accuracy.
How Store Locations Work
Store Locations can be created and managed by users with Admin roles and then assign them to other users.
When creating or editing single or recurring jobs or quotes, a Store Location can be selected to indicate which store is delivering the service.
When a store location is selected, that location is inherited by all downstream entities e.g. job sheets, invoices, water tests, and quote PDFs. The selected location will be shown on all the related documents and will no longer rely solely on the logged-in user's assigned location to determine business details.
Setting Up and Managing Locations
This overview explains the concept of Locations. For step-by-step instructions and examples, refer to the following articles.