Difference between revisions of "Site Management"

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| class="headerMainTitles" colspan="4" | Jobs Tab
 
| class="headerMainTitles" colspan="4" | Jobs Tab
 
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| class="navigationTitles" colspan="4" | [[File:SiteJobTab_ccexpress.png]]
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| class="navigationTitles" colspan="4" | [[File:SiteJobTab ccexpress.png|SiteJobTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Customer Tab
 
| class="headerMainTitles" colspan="4" | Customer Tab
 
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| class="navigationTitles" colspan="4" | [[File:SiteCustomerTab_ccexpress.png]]
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| colspan="4" | [[File:SiteCustomerTab ccexpress.png|SiteCustomerTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Site Memo Tab
 
| class="headerMainTitles" colspan="4" | Site Memo Tab
 
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| class="navigationTitles" colspan="4" | [[File:SiteMemoTab_ccexpress.png]]
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| colspan="4" | [[File:SiteMemoTab ccexpress.png|SiteMemoTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Tasks Tab
 
| class="headerMainTitles" colspan="4" | Tasks Tab
 
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| class="navigationTitles" colspan="4" | [[File:SiteTaskTab_ccexpress.png]]
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| colspan="4" | [[File:SiteTaskTab ccexpress.png|SiteTaskTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Contacts Tab
 
| class="headerMainTitles" colspan="4" | Contacts Tab
 
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| class="navigationTitles" colspan="4" | [[File:SiteContactTab_ccexpress.png]]
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| colspan="4" | [[File:SiteContactTab ccexpress.png|SiteContactTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Notes Tab
 
| class="headerMainTitles" colspan="4" | Notes Tab
 
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| class="navigationTitles" colspan="4" | [[File:SiteNoteTab_ccexpress.png]]
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| colspan="4" | [[File:SiteNoteTab ccexpress.png|SiteNoteTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Documents Tab
 
| class="headerMainTitles" colspan="4" | Documents Tab
 
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| class="navigationTitles" colspan="4" | [[File:SiteDocumentTab_ccexpress.png]]
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| colspan="4" | [[File:SiteDocumentTab ccexpress.png|SiteDocumentTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Equipment Tab
 
| class="headerMainTitles" colspan="4" | Equipment Tab
 
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| class="navigationTitles" colspan="4" | [[File:SiteEquipmentTab_ccexpress.png]]
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| colspan="4" | [[File:SiteEquipmentTab ccexpress.png|SiteEquipmentTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Agreements Tab
 
| class="headerMainTitles" colspan="4" | Agreements Tab
 
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| class="navigationTitles" colspan="4" | [[File:SiteAgreementTab_ccexpress.png]]
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| colspan="4" | [[File:SiteAgreementTab ccexpress.png|SiteAgreementTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | PM Schedules Tab
 
| class="headerMainTitles" colspan="4" | PM Schedules Tab
 
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| class="navigationTitles" colspan="4" | [[File:SitePMSchedule_ccexpress.png]]
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| colspan="4" | [[File:SitePMSchedule ccexpress.png|SitePMSchedule ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
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| class="headerMainTitles" colspan="4" | Invoices Tab
 
| class="headerMainTitles" colspan="4" | Invoices Tab
 
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| class="navigationTitles" colspan="4" | [[File:SiteInvoiceTab_ccexpress.png]]
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| colspan="4" | [[File:SiteInvoiceTab ccexpress.png|SiteInvoiceTab ccexpress.png]]
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview

Revision as of 09:04, 5 April 2022

SiteMgnt.PNG
     
Navigation
To access Site Maintenance, select Search > Sites > Use the search to find the site to access > Select the row for the site to access >Click Edit
Overview
     
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  
     
Jobs Tab
SiteJobTab ccexpress.png
Overview
Desc Here
     
     
Customer Tab
SiteCustomerTab ccexpress.png
Overview
Desc Here
     
     
Site Memo Tab
SiteMemoTab ccexpress.png
Overview
Desc Here
     
     
Tasks Tab
SiteTaskTab ccexpress.png
Overview
Desc Here
     
     
Contacts Tab
SiteContactTab ccexpress.png
Overview
Desc Here
     
     
Notes Tab
SiteNoteTab ccexpress.png
Overview
Desc Here
Search Results Grid Add Edit
Fields
Category Internal Print on Ticket  
Note
 
     
Documents Tab
SiteDocumentTab ccexpress.png
Overview
Desc Here
     
     
Equipment Tab
SiteEquipmentTab ccexpress.png
Overview
Desc Here
     
     
Agreements Tab
SiteAgreementTab ccexpress.png
Overview
Desc Here
     
     
PM Schedules Tab
SitePMSchedule ccexpress.png
Overview
Desc Here
     
     
Invoices Tab
SiteInvoiceTab ccexpress.png
Overview
Desc Here
     
     
     
     
     
     
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