The Places Screen gives you the ability to create, read, update and delete places your drivers visit.

When a place has been created or used by one of your clients a link is created between them.

If you select one of your clients from the Places Screen's first pane you are presented with a list of each of these linked places in the second.




Viewing a client's place


  1. Select a client from the first pane
  2. Select a linked place from the second pane
  3. The place's data is visible in the third pane



Creating a new place for a client


  1. Select the client you want to make a place for from the first pane
  2. Click the "Add New Place" button
  3. Enter the place's name
  4. Optionally enter the place's *code ()
  5. Enter the place's street address on the first address line
  6. Optionally enter a second address line
  7. Optionally enter a third address line
  8. Start entering the suburb, town or city the address belongs to in the fifth address line. This address line helps to drive automatic rating and as such should be as specific as possible (i.e. entering a region would make per suburb rating difficult)
  9. As you type  you will be presented with a drop down of options, from which you must make a selection
  10. Optionally enter a **contact name
  11. Optionally enter a **phone number
  12. Optionally enter an **email address
  13. Optionally enter a **mobile number
  14. Optionally enter a **comment
  15. Optionally enter any site notes for this place
  16. Click Save to create your new place



* This field is only used for custom integrations and in most cases can be skipped

** This field is for information purposes or custom integrations and in most cases is not visible outside of this screen






Removing a place


Removing a place destroys the link between a client and a place, which stops it from being automatically suggested when a booking is made for a client.

When a place is removed it is not deleted nor does it affect any bookings using this place to ensure that auto rating is not affected.



  1. Select a client from the Clients pane
  2. Select a linked place from the Places Pane
  3. Click the "Remove" button from the Place Details pane




Modifying a place


Modifying a place creates a new version of the original place with any new details that you have supplied.

Bookings containing the original place are not modified to ensure that auto rating is not affected.



  1. Select a client from the Clients pane
  2. Select a linked place from the Places Pane
  3. Follow the same steps you used to create a new place




Site Notes