Manage Team Member Locations

What this guide covers

This guide explains how to set and manage locations for team members. Home base locations help dispatchers make smarter assignment decisions based on proximity to job sites.

Setting a home base

1. Navigate to /team.
2. Open the member's profile.
3. Click the Location tab.
4. Enter the Home Base Address using the address autocomplete.
5. Click Save.

The home base represents where the member starts their day, usually their home address or a company depot.

Screenshot: The Location tab with the Home Base Address field and a map pin showing the location.

How locations are used

When dispatching jobs:

• The schedule view can display distance from each available member to the job site.
• Members closer to a property appear higher in the assignment suggestions.
• Route optimization considers the member's home base when planning the day's stops.

Viewing locations on the map

Navigate to the Schedule page and switch to Map View. Team member home bases appear as pins on the map alongside job locations.

Animation: The Map View showing team member home base pins and job site pins with connecting routes.

Updating locations

If a member moves or changes their starting location:

1. Open their Location tab.
2. Clear the current address and enter the new one.
3. Click Save.

The change applies immediately to future dispatch suggestions.

Tip: Even if you do not use route optimization, setting home bases gives dispatchers a visual reference for proximity when looking at the schedule map view.

Note: Home base locations are visible to workspace admins only. Team members can see their own location on their profile but not other members' locations.

Related articles

• Set Team Member Availability
• Set Team-Specific Schedules
• Manage Team Member Profiles