Location Management

Manage multiple shop locations with their own addresses, contact information, and settings. Location management allows you to operate a multi-branch repair business while keeping data organized and reports separated by location.

Overview of Multi-Location Support

RAD Repairs fully supports businesses with multiple physical locations. Whether you have one shop or dozens across different cities, the location management system helps you:

• Centralized Management - Manage all locations from a single dashboard with unified reporting
• Independent Operations - Each location can have its own address, phone number, and email that appears on customer-facing documents
• User Assignment - Assign technicians and staff to specific locations for better organization
• Location-Filtered Reports - Generate reports filtered by location to analyze individual store performance
• Document Customization - Invoices, estimates, and receipts automatically display the correct location information
• Inventory Tracking - Track inventory separately by location (when enabled)

Adding a New Location

To add a new shop location to your RAD Repairs account:

Location Details

Each location stores the following information that appears on customer-facing documents and reports:

Location Name

A descriptive name for the location that helps identify it within the system. This could be a branch name (e.g., "Downtown Store"), city name (e.g., "Austin Location"), or any identifier that makes sense for your business.

Address

The full physical address of the location including:

• Street Address (Line 1 and optional Line 2)
• City
• State/Province
• ZIP/Postal Code
• Country

This address appears on invoices, estimates, and printed documents generated for that location.

Phone Number

The primary contact phone number for this location. This number appears on invoices, receipts, and is used when customers need to contact the specific branch.

Email Address

The email address associated with this location. Customer notifications, invoice emails, and other automated communications will be sent from this address when the location is selected.

Setting Default Location

The default location is automatically selected when creating new tickets, invoices, and other records. To set a location as the default:

1. Navigate to Admin Settings > Locations
2. Find the location you want to set as default
3. Click the star icon or select "Set as Default" from the actions menu
4. Confirm the change when prompted

The default location will be marked with a star icon in the locations list. Only one location can be the default at any time.

Location-Specific Settings

Each location can have its own configuration for various settings:

Business Hours

Set the operating hours for each location. This information can appear on printed documents and helps with scheduling.

Tax Settings

If your locations are in different tax jurisdictions, you can configure different tax rates per location. The appropriate tax rate is automatically applied based on the selected location.

Receipt/Invoice Footer

Customize the footer text that appears on receipts and invoices for each location. This is useful for location-specific return policies, warranties, or promotional messages.

Printer Configuration

When using AutoPrinter, each location can have its own printer configuration for receipts, labels, and documents.

Assigning Users to Locations

You can assign users (technicians, staff, managers) to specific locations to control access and organize your team:

Single Location Assignment

Users assigned to a single location will:

• Only see tickets, customers, and data related to their assigned location
• Have that location pre-selected when creating new records
• Appear in reports filtered by their location

Multiple Location Assignment

Users assigned to multiple locations can:

• Switch between their assigned locations using the location selector
• View and work with data from any of their assigned locations
• Create records for any location they have access to

All Locations Access

Administrators and managers can be given access to all locations, allowing them to:

• View consolidated data across all locations
• Generate company-wide reports
• Transfer tickets or customers between locations

Location-Based Reporting

RAD Repairs provides powerful location-based reporting capabilities to help you analyze performance across your business:

Filtering Reports by Location

Most reports include a location filter that allows you to:

• View data for a specific location
• Compare multiple locations side-by-side
• See aggregated data across all locations

Available Location Reports

• Revenue by Location - Compare sales and revenue across all your locations
• Ticket Volume - See how many tickets each location is handling
• Technician Performance - Analyze technician metrics filtered by their assigned location
• Inventory by Location - Track stock levels at each location
• Customer Distribution - See which locations serve which customers

Exporting Location Data

All reports can be exported to CSV or PDF with location information included. When exporting:

• The location name is included as a column in CSV exports
• PDF reports include the location name in the header
• Multi-location reports show subtotals by location

Frequently Asked Questions