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.

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 make changes to it if needed.

At the top of the screen are tabs which allow you to see linked records, 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, for example a Call straight from the Call History tab.

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.