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 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.

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 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.