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 located either in the centre of the screen or in the top right-hand corner.
Input the Project Name, such as the building name, address, or a specific reference number.
Include the project reference if enabled, and any relevant package information.
Assign a client by picking from the menu or typing a new name into the search bar.
Pick a pre-populated template from the list or select "Continue without template" to start from scratch.
Select the "Run project without drawings" option, which can also be adjusted later in the settings.
Provide the site address using the search bar or enter the details manually if the automated search returns no results.
Press the Next button to move forward.
Check the what3words code and click "Find location on what3words" if you need to reposition the pin.
Paste the specific 3x3m square code from the what3words tab back into the Onetrace field.
Select the Next button again.
Verify all information in the summary and click Create Project to finalise the setup.
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
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