Sites

Modified on Tue, 01 Nov 2022 at 11:02 AM

The Sites page is where you manage the places you work, and you can't create a job without a Site.

Filtering and Searching

You can search for a particular Company by name in the search bar below the main panel's green bar.

If you've not already, check how you add, edit, and delete things on the app.

	Required?	Description
Reference	No	A unique reference number for the site. Maybe your customer has provided one, or you'd like to set it up yourself, as it sometimes makes life easier.
Name	Yes	The site's name. For example, there are two Costa Coffee shops in Hammersmith. So, "Costa Coffee, Hammersmith" wouldn't be sufficient, so you'd use. "Costa Coffee, Kings Mall, Hammersmith", or, "Costa Coffee, Hammersmith Road", Everything after the comma is the Site Name.
Company	Yes	Every Site has to have a company and so start typing a name and select it from the list that appears. If you've not added the Company yet, you'll need to do that first.
Address	Yes	The site address. This is a searchable field. As you start typing, matching addresses will begin to appear. You could even start searching for the company name. So from the example above, you could try searching for Costa Coffee and the address and see what happens.
Primary Contact	No	The site's primary contact's name.
Primary Email	No	Their email address.
Primary Phone	No	Their phone number.
Notes	No	Add any notes that may be useful here.
Asset Types	No	Add the Asset Types of the things you work on this site.

The app generates a name for the sites to make them easy to find later. This is,

Company Name + ", " + Site Name