Locations
Learn how location records work in R2, how to view them on the map or list, and how locations can connect to records like assets, tasks, and contacts.
Overview
What Is a Location?
A Location is a record used to represent a real-world place. This could be a property, building, facility, service address, site, unit, or any other physical location your organization needs to manage.
Physical Place
Locations help organize properties, sites, buildings, service addresses, and other places.
Linked Records
Locations can connect to records like assets, tasks, and contacts when your workflow needs it.
Added Information
Notes, files, and notices can be added directly to a location and only appear on that record.
Location Center
Manage Location Records From One Place
The Location Center is the main workspace for viewing, searching, filtering, adding, exporting, and opening location records.
What You Can Do
Use the Location Center to quickly find location records, switch between map and list views, create exports, add new locations, and open individual location records for more detail.
Views
Map View and List View
Locations can be viewed geographically on a map or managed in a structured list. Both views help you search, filter, open records, export information, and add new locations.
Map View
Map View displays your location records by geographic position. Use it when you want to visualize where locations are located.
- View location markers on a map
- Search and filter locations
- Filter by Residential, Commercial, Other, Open Tasks, Overdue Tasks, or Notices
- Click a map icon to view or open the location record
- Create PDF or CSV exports from the map view
- Add a new location record
List View
List View displays location records in a structured list so you can review, search, filter, export, and manage multiple records.
- Search and filter location records
- Click a location to open the record
- Create PDF or CSV exports
- Add a new location record
- Select records for bulk actions
List View Bulk Actions
Work Across Multiple Selected Locations
In List View, bulk actions allow you to perform actions across multiple selected location records at once.
Location Record
Opening and Managing a Location
Selecting a location opens the Location Record. This is the workspace for one specific location and the information associated with it.
Find the Location
Use Map View, List View, search, or filters to find the location record you need.
Open the Record
Click the location from the map or list to open the location’s record workspace.
Manage Details
Review location details, linked records, and information added directly to the location.
Location Details
Location Details stores the main information for the selected location.
- Location name and type
- Address information
- GPS coordinates
- PLSS or parcel information
- Water system information
- Property or service contact details
Linked Records
Linked records maintain a relationship with the location while still remaining their own records elsewhere in the platform.
- Assets and assemblies
- Assigned tasks
- Contacts such as owners, vendors, customers, or service providers
Added Information
Notes, files, and notices are added directly to the location record and only appear on that specific record.
- Notes such as access instructions or reminders
- Files such as photos, PDFs, manuals, or SOPs
- Notices such as reminder letters, compliance notices, or customer communications
