Welcome to The PRO Learning Center! In this guide, we’ll walk you through the steps to create a new Unit Location/Site Location in PRO Software. Properly setting up job sites ensures accurate billing, routing, and customer management.
Step 1: Access the Site Location Tool
- From the main customer page, select the Site Location dropdown box.
- Choose "Create and Edit."
- Click "Create and Edit" to open a new window for location setup.
💡 Tip: Some fields (marked with green arrows) are optional but can be helpful for internal use:
✔ Custom Internal Billing Notes – For your billing department only.
✔ Driver Notes – Visible to drivers managing units on the site.
✔ Preferred Credit Card – You can save a default credit card for each unit location.
Step 2: Enter Site Details
- Start typing the address in the designated field.
- A Google-powered dropdown will appear—select the correct address to ensure it is GEO-coded.
- In the Location Name field, enter a custom name or leave it as the default (which is the address).
- Add the Contact Name & Phone Number so your driver can reach the site contact if needed.
- Set the default taxes for the location (if required based on your company’s tax settings).
- If the site has special requirements (such as gate or lock codes), enter them in the Driver Notes field.
Final Steps
Once you've completed the necessary fields, your new location is now set up and ready to use!