Locations & barns

Save the barns, farms, and show grounds you visit so scheduling and routing are one click.

The places you drive to — barns, farms, training facilities, show grounds — are saved as Location contacts. Once a location is saved with its address, scheduling a call there is fast and decavet can use the map position for travel and routing.

Prerequisites: none.

Why save a location

  • Pick it from a list when scheduling instead of retyping the address.
  • Keep gate codes, parking notes, and a barn phone number in one place.
  • Let decavet calculate distance and order your stops for the day.

Steps

  1. Click ContactsNew Contact.
  2. Set the category to Location.
  3. Choose Business if it's a facility name, or Individual if it's a private property under someone's name.
  4. Enter the name (e.g., "Miller Farm").
  5. Add the address — pick the suggested match so the map position is set.
  6. (Optional) Add a primary contact — the person who lets you in or manages the barn — and a phone number under contact methods.
  7. (Optional) Add notes for gate codes, road conditions, or where to park.
  8. Click Save.

You'll know it worked when…

The location appears in Contacts under the Location category, and shows up as a choice when you set the location on a new appointment.

Tip: A barn can be both a Location and a Client if you bill the barn directly. Keep it as one contact — the category that matters for billing is Client, and you can still pick it as the appointment location.

Next steps