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Add or amend rooms to a unit.

You can define and manage specific rooms within unit areas to better organise equipment and tasks across different spaces.

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Written by Rubin Muresan
Updated over 2 months ago

The rooms feature allows you to define specific spaces within an area of a unit, such as multiple rooms within a kitchen, each serving a different purpose or containing different equipment.

This helps provide a more detailed structure for managing and locating assets across the unit.
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You can add or edit rooms across different areas by following the steps below:

  1. Go to Admin, then click Add/Edit Units.

  2. Select a unit where you want to add rooms.

  3. Click Rooms.

  4. Unlock the green padlock.

  5. Click the three-dot menu to edit the rooms.

    • Or click Add New to add more rooms.

  6. Click Save.


Populate unit room names in bulk

  1. Go to Admin, then click Add/Edit Units.

  2. Click the Room Name Import tab.

  3. Click Download Template.

  4. Fill in the template with your room details.

  5. Import the completed template back into the system.

πŸ“Œ Note: The rooms added through Add/Edit Units are different from the room selections shown on the floor plan when raising a quote or callout. These are specifically managed within the unit's structure for internal setup and organisation.


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