Step by step
- Open the customer and click the site name (or Edit next to it).
- The page shows the address (a map link), the access notes, Machines at this site, Contacts at this site and Recent jobs at this site.
- To change the address or access notes, press Edit site. The Site details panel opens; change the fields and press Save site.
- Print QR labels prints the labels of every machine at the site; Log a call starts a job for this customer.
Archive or delete
At the bottom of the Edit site panel: Archive site hides the site with its machines and contacts and keeps the history. Owners and admins also see Delete site, only for a site added by mistake.
Works together with
- Archive and restore customers, sites, contacts and machinesArchive what you no longer use: it disappears from lists and forms but keeps all its history, and can be restored any time.
- The customer pageOne page per company, in tabs: sites, machines and contacts (or, for a client, their customers and machines), jobs and quotes, contracts and invoices, and company details.
- Move a machine to another site or customerChoose the new site and say why. The move is logged; the machine's jobs, readings and history stay with it.