For businesses with multiple stores or operating across different branches and regions, Store locations allow each site to be managed separately in Pooltrackr.
Once Store Locations are set up, you can link jobs, quotes, recurring jobs and in-store water tests to the correct location, so that all customer-facing documents show the right store details.
Why Store Locations Matter?
For businesses with more than one store, branch or service area, it’s important to know which location actually delivered the work. Store Locations help you keep this clear and consistent across the whole system.
The correct store details (name, address, contact information) appear on:
Invoice and batch invoice PDFs
Quotes
Job sheets
Water test reports
Related emails and exports
Work is intentionally associated with the right store.
Users who work across multiple locations can easily choose which store they are acting on behalf of when they create or edit work.
Reporting and reconciliation by store becomes more accurate, because each job and document clearly belongs to a specific location.
Admin users can filter by store location on Contacts, Quotes, Job lists, Recurring Job lost, Invoices and Batch Invoices, making it easier to review activity and performance per store.
In short, Store Locations make sure that everything the customer sees – invoices, quotes, job sheets and water test reports – reflects the store that actually did the work.
How Store Locations Work
Store locations are managed by admin users with the appropriate permission. These admins can create, edit and delete store locations, and assign a location to other admin or technician users.
If a user has an assigned store location and creates a new contact, single job, recurring job, quote or performs instore water test, those records automatically inherit the user’s location. All downstream outputs (job sheets, invoices, batch invoices, water test PDFs, related emails) use this location.
The location can be adjusted either while creating the record or when editing it later. More of this can be found in the Store Location usage guide.
Creating a Location
1. Go to Setup > Team.
2. Click on the Locations tab and click on the Add Location button at the top-right corner of the Locations page.
3. Enter the location details needed. A form will appear prompting you to enter specific details about the location. Ensure to provide accurate and relevant information.
Location Name
Address
Contact Information
Email Address (used for communication related to this location)
4. After entering all necessary details, save the changes to create the new location successfully.
Assigning a Location to a User
To assign a location to a user, follow the steps below:
Go to Setup > Team.
Click on Users tab and click on the user you want to assign a Store Location to.
Below the email address field, you can see the Location drop-down. Select the location you want to assign to the user.
Click on the Save button at the top-right corner of the user details page.
Managing Locations
You can access the Locations page by navigating to Setup > Team. Click on the Locations Tab. From here, you’ll see a list of all existing locations along with their key details, including name, email address, phone number, and physical address.
A. Add a new location
Click Add location in the top-right corner. You’ll be prompted to enter the location name, address, contact details, and email address.
B. Edit an existing location
Use the pencil (edit) icon on the right-hand side of a location row to update its details. Changes will apply going forward and will be used on newly generated reports and emails. Previously issued reports will remain unchanged.
C. Delete a location
Use the delete (red bin) icon to remove a location that is no longer required. Only locations that are not actively in use should be removed.
D. Search locations
The search bar allows you to quickly find a specific location.
E. Columns
The columns option is where you can show or hide individual columns. This is useful if you want a cleaner view or need to focus on specific details when managing locations. You can toggle each column on or off individually. The Show/Hide All option lets you quickly display or hide all columns at once, and Reset will restore the default column layout.
Deleting Locations
To delete location, click on the red trash icon. You will be prompted to reassign
Should you want to delete a location that is associated with jobs, quotes, pools, contacts, and water tests, you will be prompted to reassign active records to a different location before you can successfully delete that location.
After selecting which location the records will be reassigned to, click on the Delete location button.
Deleting a location does not affect invoices, quotes, or water test PDFs that have already been generated. Changes will apply only to documents and emails created after the location update or deletion.