Skip to main content
How to Add & Manage Locations
Bhadz Bartolome avatar
Written by Bhadz Bartolome
Updated over 5 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.

Screen Shot 2023-09-21 at 5.33.38 PM.png

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

Screen Shot 2023-09-21 at 5.37.15 PM.png

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

Screen Shot 2023-09-21 at 5.38.11 PM.png

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.

Screen Shot 2023-09-21 at 5.49.59 PM.png

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.

Screen Shot 2023-09-21 at 5.51.48 PM.png

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.

Screen Shot 2023-09-21 at 6.10.59 PM.png

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

Screen Shot 2023-09-21 at 6.13.55 PM.png
Did this answer your question?