Manage Customer Sites

Customer sites represent the locations where a customer stores assets and where technicians perform tasks.

Add a customer site

1. Select My customers > Customer sites > Add new.
2. Enter a Name and Description.
3. Select a Customer.

4. Update Contact information as needed.

   Contact information auto-populates based on the selected customer.

5. Enter Site location details, including:

   • Latitude and Longitude: The system can generate latitude and longitude from the address. You can also enter latitude and longitude manually. Latitude and longitude are used for technician check-in at the site.

   • Region and Sub-region: Regions help match technicians to tasks. If a technician belongs to a contractor in the same region as the customer site, assign that technician to tasks at the site.

6. Select Save & continue.

Manage customer site status

Active customer sites are available for use when assigning tasks and scheduling work.

Deactivate a customer site

1. Select My customers > Customer sites.
2. Select a customer site.
3. Select Deactivate.

Reactivate a customer site

1. Select My customers > Customer sites.
2. Select a customer site.
3. Select Reactivate.