Locations

Add Locations

This is where you'll add work sites relevant to your field services (locations where work will be performed) — for example: wells, facilities, batteries, tanks, assets, yards, chemical stations, vendor yards, SWDs, etc. During implementation, IronSight typically bulk imports your location list.

When you need to add another Location:

1. Click on Locations
2. Click New
3. Enter a Name
4. Select the Cost Center associated with this location (Optional) — this will default the cost center value for any jobs at this location. Tip: create each Cost Center separately before associating it to a location.
5. Choose Location Type
6. Choose Status (Optional)
7. Select the Company that owns this location — this may be your organization or a partner company
8. Enter a Description to give field users useful context about the location
9. Click Add Parent Location (Optional)
10. Add Latitude and Longitude coordinates — 📹 Watch: adding a location with a little help from Google Maps if you don't have coordinates handy
11. Click Add Geofence (Optional)
12. Add Tags (Optional) — see Location Tag Management for tag types, permissions, and how tags can be used for compliance, pricing, and metadata
13. Click Save

Importing Multiple Locations via CSV

When you click the Import button, you'll find a link to the CSV template. Once you've created your CSV file, click Choose File, then click Upload.

By clicking on the Organization in Admin Portal, you can confirm the success of your location import, indicated by a green checkmark and "Succeeded." If the import only partially succeeds or fails, clicking the History entry will provide details on what caused the failure. Most often it's something easily resolved — but if not, reach out to support and we'll help.

Location and Job Tags

Tags help you categorize and find your data. You can add them to locations and to jobs, using the same categories for both.

Location tags can be useful for:

• Tax and Regulatory Compliance: Tagging locations by state and county for easier reporting.
• Location-Specific Pricing: Grouping locations for consistent pricing in line items.
• Metadata Enrichment: Adding details like well type (sour or sweet) or product type (oil, gas, water) for better analysis.
• Organizing jobs: tagging jobs by area, job type, or review status, like Assigned: North or Parts Needed, so you can filter for them later.

Tag Types

Tags can be created as two different types:

1. Composite Tags: the combination of a Category and a Value separated by a colon — e.g., Well Type: Sour or County: Midland. You can create new categories on the fly while tagging; once created, a category is available for future use. Click the downward arrow in the category field to select from existing categories.
2. Simple Tags: a plain text string — e.g., Yard 2. Leave the category field empty and just fill in the value field.

⚠️ Avoid colons in Simple tags — since a colon separates Category from Value in Composite tags, using one in a Simple tag will cause it to be misinterpreted.

Note: Tags are linked to your organization, so any categories or values you create can be reused across locations and jobs. Tags are case-insensitive, so duplicates that only differ in capitalization (e.g., "Tag" and "tag") can't be created.

Permissions

• Adding tags: Anyone with access to a location can add tags.
• Deleting tags: You can only delete tags associated with your own organization. If a tag can't be removed, it won't show an "X" icon in editing mode.

 Dispatch Hub: Creating and tagging a new location from an existing job

1. Access the job where you want to add the new location. In the pickup or destination location field, enter the new location's name.
2. Click Show all locations from the results list.
3. Click Add new location.
4. In the location creation modal, click Add Tags (bottom right).
5. For a Composite tag, fill in both the category and value fields; for a Simple tag, fill in only the value field. Matching suggestions will appear as you type — or select New Tag to create one. Click the + to add it.
6. Repeat to add multiple tags, then click Save.

2. Dispatch Hub: Adding/updating tags on an existing location

1. Navigate to the location and click Edit Tags.
2. Enter category/value fields to create a new tag, or click the X next to an existing tag to remove it.
3. Select a suggested match, or click New Tag to create one.
4. Click + to add the tag.
5. Click Save.

3. Admin Portal: Adding/updating tags on a new or existing location

1. In the Locations section, click New or select an existing location, then scroll to the Tags section.
2. Click Add Tag, fill in the category/value fields as needed, and click + to add it. Click the X next to an existing tag to remove it.

Tagging jobs

To add tags to a job:

1. Open the job, or start a new one, and scroll down to Add tags.
2. For a composite tag, fill in both Category and Value. For a simple tag, fill in Value only.
3. Pick a matching tag from the suggestions, or select New Tag to create one.
4. Click + to add the tag.
5. Repeat for any other tags, then click Save.

To edit or remove tags on a job:

1. Open the job and scroll to the tags section.
2. Click the pencil icon next to the tags.
3. Click the X next to any tag you want to remove.
4. Click Save.

Tip: To find tagged jobs, filter by Tags on the Jobs tab. See Find and Filter Jobs.

Good to know: Some tags are added automatically by IronSight, such as AutoFollowers: Success or OpenTicket: Failure. They show the result of an automation or integration. Leave these tags as they are, since removing them can make troubleshooting harder.

Have questions? Contact us at [support@ironsight.app] and we'll help you out.

Let's set up Cost Centers!