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How Do I Set Up Sub-Locations?

Break a service location into floors, rooms, suites, or areas so checklists, scan points, issues, and feedback can point to the right part of a building.

Sublocations let you break one service location into the floors, rooms, suites, or areas your team cleans. Use them when a building needs more detail than one location name, such as First Floor > Office 101 or Second Floor > Break Room.

After you set up sublocations, you can assign checklists to specific areas, print scan point labels, and track issues or feedback by the exact part of the building.

Applies to: Account administrators and managers with the Locations (Edit) module, or account-manager access. The location must already be saved as a Service Location before the Scope of Work tab appears.

Before You Start

  • Decide how detailed the building should be. Most teams organize by floor first, then by room, suite, restroom, or shared area.
  • Keep names short enough to scan in reports and on printed labels. For example, use Office 101 instead of First Floor Office Room 101 when the office is already nested under First Floor.
  • You can create as many levels as you need, but simpler structures are easier for cleaners and managers to use.

Open the Location's Scope of Work

  1. Open the location where you want to create sublocations.
    • Click your profile name in the bottom-left corner, choose Manage Locations, and select the location.
    • Or use the search bar at the top of the web portal. You can also press Ctrl/Cmd + K, type the location name, and open it from search.
  2. In the location's left-hand menu, select Scope of Work.

You'll see the main location in a tree with columns for Location Name, Checklists, Scan, and Actions. If the building has not been organized yet, the tree starts with only the main location.

Add a Sublocation Under the Main Location

Use the main Add Sublocation button when you want to add the first level under the building, such as a floor, wing, or suite.

  1. Click Add Sublocation at the top of the Scope of Work page.
  2. In the Create Sublocation dialog, enter a name in Description.
  3. Click Create Sublocation.

The new sublocation appears under the main location. For example, if the location is Building Name, you might add First Floor and Second Floor as the first two sublocations.

Add Rooms or Areas Under a Sublocation

Use the row action menu when you want to nest one area under another.

  1. Find the parent row where the new area belongs, such as First Floor.
  2. Open that row's three-dot action menu in the Actions column.
  3. Select Add Sublocation.
  4. Enter the room or area name in Description.
  5. Click Create Sublocation.

The new area appears under the parent you selected. For example, a finished location tree might look like this:

Building Name
   First Floor
     Office 101
     Office 102
   Second Floor
     Conference Room
     Break Room

Create more levels the same way if the building needs them. For example, a hospital might use Building > Wing > Floor > Room, while a small office might only need Building > Room.

Rename, Move, or Reorder Sublocations

You can adjust the structure after creating it.

Rename a sublocation: Click the sublocation name in the Location Name column, type the new name, then press Enter or click the checkmark.

Move or reorder a sublocation: Drag the row to the new place in the tree. You can move a room under a different floor or reorder rooms within the same floor.

Indent a sublocation: Open the row's three-dot action menu and choose Indent to move it under the row above it.

When you move, reorder, or indent rows, click Save Changes to keep the updated structure.

What You Can Do Next

Once the building structure is in place, you can use each row for more setup:

  • Open the row's three-dot action menu and choose Manage Checklists to assign work to that specific area.
  • Use Print Barcode, Print QR Code, or Toggle Require Scan when you want cleaners to scan labels during their shift.
  • Use the sublocation when filtering issues, inspections, service requests, feedback, and other location-specific work.

Tips and Troubleshooting

I don't see the Scope of Work tab. The tab only appears for saved Service Location records. Open the location's General tab, confirm Service Location is on, click Save Changes, then reopen the location.

I can see the location but can't edit sublocations. Your role may not include Locations (Edit). Ask an account administrator to update your role or make the change for you.

I added a room under the wrong floor. Drag the row to the correct parent, or open the row's action menu and use Indent if it should move under the row above it. Click Save Changes after rearranging the tree.

My hierarchy is getting too complicated. Keep the structure focused on areas where you assign work, post scan labels, inspect, or track issues. You do not need a row for every closet or small space unless your team needs to manage it separately.


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