The Site Screen the second section within the Customer Module, sites are the locations which your Engineers will be visiting, they are also the records that you search for and select when adding a Call. A Site record belongs to the Customer, and can even be one of many Sites linked to the same parent Customer.

The Site List can be viewed by clicking on the Site option on the Nav Bar. From the list, you can either click the 'Add New Site' button, or double click a Site record to load it. You can filter your results by using the column headers, advanced search, or by choosing to include Inactive Sites. Sites that are inactive will show up in red, while sites that are on hold will have a 🛇 symbol next to the site number.

To add a new Site, click the “Add New Site” button at the top left of the page, you can also hover over the Customer Module on the left of the screen and click the “+” icon next to the Site option.

Fill in the fields you wish to enter, including the mandatory fields (marked in red), then click the “Save Site” button, this will save this record to your database. You can then view and edit this Site record at any time.

After saving or loading a Site record, you'll have the ability to view or make changes to it if needed. There is also a tab/button at the top to return to the parent Customer record if necessary.

Most of the information on this screen can be edited, with the exception of the Site Number which is the key field. After any changes, click the Save button.

The Site screen has multiple tabs which each have a different function within the Site screen. These are detailed below:

The Site Contact tab stores any contacts which are linked to the Site. This allows for as many Contacts as necessary to be stored against the same record.

Once you have at least one Contact saved against the Site, they'll appear in the Contacts list. You also have the option to set one as the 'Main Contact' which will show them on the main Customer screen.

Please note that in order for you to be able to send emails or SMS messages to any contacts, you must obtain permission under GDPR and tick the appropriate boxes for each contact individually.

The Equipment tab will list all Equipment items that belong to the Site you're looking at. From here, you can add new Equipment by clicking the 'Add New Equipment' button, or double click an existing record to load it.

For more information, please see the Equipment page.

The PPM tab is used to set up Planned Maintenance against the Site. The tab itself will display a list of any PM Cycles that exist against the Site. Clicking the 'Add New PPM' button allows you to create a new Planned Maintenance cycle, whilst clicking 'Generate Calls from PPM's' allows you to generate Calls for this particular Site.

If you double click on any of the PM Cycles in the list, you'll open that record to view/edit. You can also click the arrow to the left of the PM Cycle to view recent history, or click the delete icon to remove the cycle.

A PM Cycle is made up primarily of a Call Type, Next Run Date and Cycle. This gives Call2Field enough information to allow you to generate a routine job for your chosen Site.

You can also specify at Site level whether this PM Cycle is for the Site in general, for all Equipment, for only Contracted Equipment, or Equipment belonging to specific groups.

This will determine which Equipment records at the Site will be added to the PM generated Call.

For information on generating PM Cycles, please see the PPM screen.

The Extra Info tab is used to display custom fields which can be created under the Design Custom Info screen. This can be set up to have fields which Call2Field doesn't have, but would help you to store information against the Site.

Make sure to click 'Save Custom Info' before leaving this screen.

The Call History tab will show a list of all previous Calls raised against your chosen Site. You can also click the 'Add New Call' button to create a new Call from this screen. You can also double click any Call to load it.

For more information, please see the Call page.

The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.

To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to using the eye and download buttons on the record.

To Edit an attachment, click on the pencil icon on the left of the list. This will open up the edit window where you can re-upload it, change the description or change it's privacy settings.

Public and Private attachments are visible or invisible to Mobile users respectively.