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Locations Overview

Locations in FlowForth represent the physical addresses or sites where you perform work for your clients. Each location belongs to a client and serves as the place where activities are scheduled.

What Is a Location?​

A location is an address record tied to a specific client. It stores the physical address, contact details for someone on-site, and geographic coordinates used for route planning and map visualization.

How Locations Are Used​

Organizing Your Work​

Locations sit between clients and activities in the FlowForth data hierarchy:

  • Clients have one or more Locations
  • Locations are where Activities (jobs) take place
  • Activities are grouped into Routes for daily planning
  • Invoices are generated per client from completed activities

Key Location Information​

Each location record can store:

  • Name — a descriptive name for the location (e.g., "Main Office", "Warehouse B")
  • External Location ID — an optional reference number from your own system
  • Street Address — the street name and number
  • Address Line 2 — building, floor, apartment, or other additional address info
  • Postal Code — the postal or ZIP code
  • City — the city name
  • Country — selected from a list of supported countries
  • Contact Name — the on-site contact person at this location
  • Contact Phone — phone number for the on-site contact
  • Google Maps Link — an optional link to the location on Google Maps
  • Notes — free-text notes visible only to your team
  • Coordinates — latitude and longitude, automatically determined via address validation

Address Validation & Geocoding​

When you create or update a location, FlowForth can validate the address using OpenStreetMap's geocoding service. If the address is found, the location's coordinates are stored automatically. These coordinates are used to display locations on a map and assist with route planning.

See Using the Address Validation Map for details.

Managing Locations​

FlowForth provides several tools for working with locations:

ActionDescription
Adding a LocationCreate a new location for a client
Viewing & Editing DetailsView and update location information
Importing LocationsBulk import locations from a CSV file
Address Validation MapValidate addresses and view locations on a map

Who Can Manage Locations?​

Location management requires the Organization Admin role. Regular users can view location information but cannot create, edit, or delete locations. Bulk import is restricted to Master users.

For more about roles, see Understanding User Roles.

See also​

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