How to add Multiple Sites (Office Locations) to your Clients
This tutorial will explain how to add additional Sites to your clients.
Additional sites are useful when your customer has multiple locations and one billing address.
From your client list, choose the client for whom you wish to enter a new site
Under the client choose the tab 'Sites' and hit 'Add'
Add Client Site Details
1. Enter your customers site address details in the required fields.
2. Alarm Codes can be entered and retrieved while onsite if you require this type of field.
Click Save
You site has now added to your clients information. The next time you create a new job for this customer, you can select this site
To add additional details click view on your new location.
Additional Tabs are displayed across the top.
You can;
Add any Documents related to this Site
Link Contacts to this Site
Link Equipment to this Site
Add Custom Fields for this Site
Ensure to Click Save anytime you Add/Modify/Delete any details.
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