Using the Location Workspace

How to use the Location workspace

The Location workspace displays customer and contract information for this location. Clicking the icons for email, phone or location opens the appropriate app for immediate use. This workspace is informational only, except for contract notes. Click the Notes icon to add a new note, read or add information to an existing note. The icon appears without lines if no note exists, and with lines if notes have been added either in the back office or in TechPro.