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Manage customer sites

A customer site is a service location where work is performed. Each customer can have multiple sites, and each site can have its own address, contacts, and access notes. You need at least one site on a customer record before you can create an estimate or schedule a job for them.

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Before you start

  • The customer record must already exist. See Add a customer if you have not created it yet.
  • Open the customer record in the portal by navigating to Customer and clicking the customer’s name.

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Steps

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View existing sites

  1. Open the customer record.
  2. Click the Sites tab. The tab heading shows the current count, for example SITES (1).
  3. Each site card shows the site name and address.

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Add a new site

  1. On the customer record, click the Sites tab.
  2. Click the action to add a new site.
  3. Fill in the site details. Fields include:
    • Site name
    • Street address, unit, city, state, and zip code
    • Site contacts — name, role, phone, and email for each on-site contact; mark one contact as primary
    • Access instructions — notes for the technician about how to enter the property
    • Safety notes — hazards or precautions relevant to the site
  4. Save the site.

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Edit an existing site

  1. On the Sites tab, find the site you want to update.
  2. Click Edit on the site card.
  3. Update the fields and save.
Portal verification gap: The site-creation and site-edit form sub-routes were not directly captured. Fields are inferred from the V1Site and V1SiteContact type definitions in the mobile app (customer.ts) and the SITES (1) tab label visible in route--customer.json. A follow-up portal capture of the Sites form would confirm exact field names, required fields, and any additional options.

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Result / verify

After adding a site, the Sites tab count increases. The site card shows the name and address. When you create a new estimate, the site you added is available to select for that customer.

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Troubleshooting

Site not available when creating an estimate. Ensure the site was saved successfully. Navigate back to the customer’s Sites tab and confirm the site appears. If the estimate form still does not show the site, try reloading the portal. Cannot save a site with no address. A street address, city, state, and zip code are required for a service site so that jobs can be dispatched and tracked correctly.