About Service Sites

Service sites represent locations within a company that contain serviceable items (e.g. office, building, floor, etc.), and where you will dispatch technicians when service work is requested.

Click on the following links for more information about service sites.

Customer Sites vs. Job Sites

Set Up a Customer Service Site

Set Up a Job Service Site

Assign Contacts to a Service Site

Change the Customer for a Service Site

Convert a Job Site to a Customer Site

Revert a Customer Site Back to a Job Site