Managing Customer Sites

 

If a Customer has multiple sites, these can be added to their Customer record so any new Jobs can be scheduled to that location.

This article shows you how to view and add Customer Sites to an existing Customer.

 

Viewing Customer Sites

  1. Tap  from the tabs at the bottom of the app
  2. A list of your Customers will appear in alphabetical order

  1. Tap the Customer which you want to see the sites for
  2. Scroll down until you find 

  1. If the Customer has multiple addresses you can swipe left to see additional sites
  2. Tap  to open Site addresses

 

Adding Additional Customer Sites

From Site Addresses

  1. Tap  from Site addresses
  2. Enter the address by tapping  and entering the address details
  3. Complete additional details such as Site Type
  4. If you wish to add a site contact tap 

  1. Tap  to add the additional site

 

From the Customer Card

  1. Tap  from the tabs at the bottom of the app
  2. Tap the Customer where you want to add a new Site address
  3. Once the Customer details are opened, click  from the top right-hand corner of the app

  1. Tap 
  2. Enter the address by tapping on  and entering the address
  3. Complete additional details such as Site Type
  4. If you wish to add a site Contact tap Add Contact
  5. Tap  to add the additional site
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.