Navigation: Basic Working Procedures > Customers and Job Sites > Job Sites |
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A Job Site is the physical location where actual work is performed. For the most part, commercial Customers have multiple locations where Technicians perform work. When setting up a Job Site, all Address and Contact information should belong to the actual location where the work is performed.
For some residential Customers, the Job Site might be the same as the Billing Address.
Since the Job Site Address is used for capturing Driving Directions for Mapping and on various reports, it can still be helpful to create a separate Job Site record for a Customer's Billing Address, as well as for the other work locations.
To quickly create a Job Site for the Customer Billing Address without any duplicate entry:
• | Use the Customer Details Screen |
• | Click on the Actions button |
• | Select New Job Site with Customer Info |
Page url: http://www.fieldone.com/startech/help/index.html?_job_sites_.htm