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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

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:

  1. The client
  2. The location (where the work happens)
  3. Optionally a contact (who to notify)

This keeps every job tied to the right place and person.

info

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.