How-To Guides
Step-by-step guides for adding and editing records in R2.
How-To Directory
Choose a category to view step-by-step add/edit guides.
Locations
Learn how to create location records, complete each field correctly, and understand how location data connects across your system.
Assets
Learn how to add and organize assets, apply categories properly, and understand how asset data links to locations and tasks.
Tasks
Learn how to create tasks and work orders, set priorities and due dates, and understand how each field impacts workflow visibility.
Contacts
Learn how to build contact records, select the correct contact type, and link people to locations for clear ownership tracking.
Notices
Learn how to create notice templates, structure consistent templates, and understand where notices are generated and sent.
Users
Learn how to add users, assign roles, and organize teams so access stays secure.
