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.

Clicking on the Site option will open a list view, from which you can either Add New, or double click an existing Site to load the record. You can filter this page using the blank fields under the column headers, or by using the Advanced Search criteria.

To add a anew 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 Relevant fields as well as 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, you can also click through the tabs at the top of the window, these allow you to view things such as the Equipment that belongs to this Site as well as their Customer record.

After saving or loading a site record, you'll have the ability to make changes to that record if needed.

At the top of the record are tabs that will show records that are attached to that site, such as any contacts that you may have there (e.g. their name and email address) as well as any equipment and previous calls. You can even create new records from these tabs from these tabs, in this instance you can create a call straight from the call history tab for a site.

this can be accomplished by using the control buttons located at the top right of the window, these buttons allow you to Save, create, print, and delete records for this site as you need them.