Locations let you define specific areas within a building, even when plans aren’t available. This is especially useful if you’re working on an older building or haven’t received drawings from the client yet. With the help of location attributes, you can group and label these areas however you need - for example, “Plot 1 - Kitchen” - to make tracking progress simple and clear.
Save setup time by enabling location references and attributes once, so they’re ready for every project.
Improve accuracy with structured location data, making it easier to filter, search, and report.
Deliver clearer reports that help clients understand exactly where work was completed.
Create a project without drawings
How to create a project without drawings:
Navigate to the projects tab on the left-hand side of your screen
Click the + Create Project button either in the centre of your screen if this is your first project or in the right-hand corner if you’ve created projects before
Select either a pre-populated template from the dropdown menu or select 'I don't need a template' if you wish to continue without one.
Add the Project Name, this could be the address, name of the building or reference number, depending on your client's requirements
Add the client, either by selecting from the dropdown or creating a new client by typing into the search bar
Add the site address. If you don’t have the exact address, you can always add this in later
Click Continue
Select run project with drawings - you can also enable and disable drawings in the project setup after it's been created
Click Continue
Recommended next steps
When creating a project without drawings, it’s best practice to enable both location references and attributes. These specify where the work has taken place and will be included in reports for clients and auditors to review.
How to add a location reference:
Location reference is a simple way to add location information to a job sheet. The location reference field also shows on reports, but not on the overview page.
Navigate to Project Setup in the top right-hand corner of your screen
Select Locations from the dropdown
Use the toggle to enable location reference
Important next step: Make sure that the location reference is turned on within the necessary forms within this project
Still within Project Setup, head to Forms in the left-hand side bar
Choose which active form you would like location references to be enabled on
Head to Form Settings
Then, Advanced Options, clicking Edit in the right-hand corner to switch on the Location Reference Field
Click Save & Publish to push these changes live to your operatives
How to add location attributes:
Attributes allow your operatives to add further detail to the location they are working from, either by typing in the information or selecting from preloaded information to reduce human error.
Navigate to Project Setup in the top right-hand corner of your screen
Select Locations from the dropdown
Click the Add Attribute button
Select an attribute from the list:
Text field (small or large) - free text (small text is the only attribute type that can be shown on the final project report)
Number field - numeric input (good for room numbers)
Yes/No - select an answer against a preloaded question, or to confirm a statement
Select - single-choice dropdown (good for enforcing one option)
Multi-select - allow choosing multiple predefined options
Add the required name and options (depending on the attribute type) and click Add Attribute to save