Site Management

Navigation
Select Search > Sites > Use the search filters to find the site > Click the site in the Result Grid >Click Edit
Overview
• Jobs Tab
• Customer Tab
• Memo Tab
• Tasks Tab
• Contacts Tab
• Notes Tab
• Documents Tab
• Equipment Tab
• Agreements Tab
• PM Schedules Tab
• Invoices Tab
Fields
Customer Code		Customer Name
Clone From: Customer Address	Clone From: Ship To
Site Name	Site Type	Est Date	Site Code
Address	Chain	Referral Code
Address	Store No	SLA
Address	Store Type	Priority
Zip	Map Code	Branch
City	State	Price Levels
Latitude	Longitude	Tax Schedule
Main No	Fax No	Active
Labor #1	Servicer #1	Primary Contact
Labor #2	Servicer #2
Search
Jobs Tab
Overview
Jobs are managed using the Job Management form.
• Use the More drop-list to add a new job.
• Select a job in the Results grid to edit an existing job.
• Use the More drop-list to Search for an existing job.
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Customer Tab
Overview
The Customer Tab display the Site's assigned customer.
• Use the More drop-list to edit the customer.
Fields
Customer Name	Customer No
Address	Phone No
Address	Fax No
Address	active
City	State	Zip Code	Country
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Site Memo Tab
Overview
The site memo stores site information that is not stored elsewhere in the software.
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Tasks Tab
Overview
Tasks are managed using the Task Management form.
• Use the More drop-list to add a new task
• Select Edit in the results grid to edit an existing task.
• Select Replicate in the results grid to replicate the task.
• Select Remove in the results grid to remove the Task.
Fields
Task Type	Task Desc
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Contacts Tab
Overview
Contacts are managed using the Contact Management form.
• Use the More drop-list to Add a new site contact
• Select a contact in the Results Grid to edit the contact using the Contact Management form.
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Notes Tab
Overview
Notes are managed on the Notes Tab.
• Use the More drop-list to toggle the form to add a new site note.
• Use the More drop-list to toggle the form to search for an existing site note.
• Click the Edit option in the Results Grid to edit an existing site note.
• Click the Remove option in the Results Grid to remove an existing site note.
• Use the Customer radio option to view the Customer's notes.
Fields
Category
Note
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Documents Tab
Overview
Document are uploaded, downloaded and removed using the Documents Management form.
• Use the More drop-list to add a new Document using the Documents Management form.
• Click the Remove option in the Results Grid to edit the document in the Documents Management form.
• Click the Remove option to remove the selected document.
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Equipment Tab
Overview
Equipment is managed using the Equipment Management form.
• Use the More drop-list to add a new equipment record.
• Use the More drop-list to search for an existing equipment record.
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Agreements Tab
Overview
Agreements are managed using the Agreement Management form.
• Select an agreement in the Results Grid to edit the selected agreement.
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PM Schedules Tab
Overview
Planned maintenance schedules are managed using the Planned Maintenance Schedules form.
• Use the radio options to filter the Results Grid.
• Use the More drop-list to search for an existing planned maintenance schedule record.
• Select a schedule in the Results Grid to edit the selected schedule.
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Invoices Tab
Overview
Invoices are added on the Job Management Form.
• Select an Invoice in the Results Grid to view or edit an existing invoice.
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