How to Create Location Leads

Overview

Location Leads represent where your assets live or who's responsible for them. When you assign an asset to a Location Lead, you can quickly filter and find equipment by person, vehicle, office, or store. Before creating assets, you'll need to set up your Location Leads.

Accessing Location Leads

Go to Main Menu → Assets → Location Leads.

Types of Location Leads

People

Assign assets to specific team members. For example, a technician might be the Location Lead for their personal harness and tools.

1. Click "Add New" in the top corner
2. Select Person
3. Choose a user from the dropdown (this list comes from your Personnel section)
4. Click Save

Note: If someone isn't in the dropdown, add them to your Personnel section first.

Offices

Set up offices or depots as locations for equipment storage.

1. Click "Add New"
2. Select Office
3. Enter an office name
4. Select an address from your company address book
5. Click Save

Vehicles

Vehicles are automatically added as Location Leads when you create them. You don't need to manually add vehicles to the Location Leads list. This lets you assign tools and equipment to specific vans or cars.

Common Use Cases

• Personal PPE - Assign harnesses and helmets to individual technicians
• Van tools - Keep a toolbox assigned to a specific vehicle
• Office equipment - Track test equipment stored at a depot

Next Steps

With your Asset Types and Location Leads configured, you're ready to start adding assets. See How to Create Standard Assets or How to Create Vehicle Assets.