Step by step
- Open the customer. On the Sites, machines & contacts tab, click Add a site under Sites (it is already open if the customer has no sites). When you add a new company, you can also fill in First site (optional) there.
- Enter Site name (for example Head office) and Address. Both are required.
- Add Address line 2, Town / city and Postcode.
- Put parking, entry codes or the floor in Access notes.
- Press Add site.
Tips
- Engineers see the access notes on the job, so write them for someone who has never been there.
Works together with
- Sites and contactsA site is an address where machines are; contacts are the people you deal with. Both are on the customer page, tab Sites, machines & contacts.
- Add a machineAdd a copier or printer at a customer site with its meters, in one step; you can create a new customer and site at the same time.
- Add a customer of a client companyOn a client company's page, add one of the end customers they send you to, with the address where the machines are.