Locations and Contacts
Large clients often have many sites and several people to talk to. itsTrack lets you map all of this clearly.
Locations
Each location is a physical place where you work — a branch, warehouse, factory, or office.
For every location you can store:
- Address — street, city, postal code
- Work hours — when the site is open
- Notes — access codes, parking info, special instructions
- Linked machines — equipment at this site
- Job history — all work done at this location
Example
A client "Klimat-24" might have:
- Head office — billing and main contact
- Warehouse North — storage and HVAC units
- Factory Line 2 — production machines you maintain
Each location has its own card. Workers see the right address when they get a job.
Contacts
Contacts are specific people at a client company.
For each contact you can store:
- Name and role (for example, "Technical Manager")
- Phone and email
- Which location they belong to
- Notes — best time to call, language preference
Why link contacts to locations?
When a worker arrives at a warehouse, they know exactly who to call if something is wrong. No searching through old emails.
How locations and contacts connect to jobs
When you create a job, you pick:
- The client
- The location (where the work happens)
- Optionally a contact (who to notify)
This keeps every job tied to the right place and person.
If a client has only one site, you still create one location. It keeps the structure consistent as the client grows.
Next: Machines and Equipment — register the devices you service at each site.