Site Management

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
Jobs are managed on the Job Management Form.
• Use the More drop-list to Add a new Job.
• Select a job in the results grid to Edit the job.
• Use the More drop-list to search for an existing job.
Customer Tab
SiteCustomerTab ccexpress.png
Overview
Desc Here
Fields
Customer No	City	Active	Customer Name
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