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Add or amend rooms to a unit

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

Written by Rubin Muresan

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 provides a more detailed structure for managing and locating assets across the unit.


Add or edit rooms

Follow the steps below to add or edit rooms within a unit.

  1. From the Admin area, click Add/Edit Units.

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

  3. Click Rooms.

  4. Unlock the green padlock icon.

  5. Click the three-dot menu to edit an existing room, or click Add New to add a new one.

  6. Click Save.


Populate unit room names in bulk

Follow the steps below to upload room names for multiple units at once.

  1. From the Admin area, click Add/Edit Units.

  2. Select the Room Name Import tab.

  3. Click Download Template.

  4. Fill in the template with your room details.

  5. Click Import to upload the completed template back into the system.

πŸ“Œ Note: The rooms added here 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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