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How to Add & Manage Locations
Bhadz Bartolome avatar
Written by Bhadz Bartolome
Updated over 4 months ago

This article will show you how to add & manage locations within Ecotrak.

Adding Locations:

Step 1) After logging into your Ecotrak account, you will land on the main dashboard page. From here, locate and click on the Locations tab found in the left menu bar.

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Step 2) Once you have clicked on the Locations tab, you will be presented with a list of all locations.

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Step 3) To add a new location, click on the + Add New button at the top left corner of the screen.

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Step 4) After clicking the + Add New button, a screen will pop up on the right hand side where you can fill in all of your new Location's details. Once finished, click on Add.

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NOTE: You can copy the trade assignments from an existing location to the new location you are creating. To do so, search for and select the name of the existing location. All trade assignments from the selected location will copy over to your new location.

Managing Locations:

Step 1) To edit your locations click on the location that you'd like to make changes to.

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Step 2) Once you clicked, the screen on the right hand side will pop up and you will be to adjust any details that pertain to the location here. Click on the edit button at the top right hand corner.

    • Note: You will also be able to enter in Lease information if applicable.

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Step 3) Once changes have been made, click on Save.

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