SM Service Sites Form
Use the SM Service Sites form to set up customer and job service sites.
You can set up service sites to represent any location that contains serviceable items (for example, an office, building, or floor), and where technicians will be dispatched to perform service work. When entering work orders, you are required to specify the applicable service site; therefore, you must set up a minimum of one service site per customer and/or job.
For more information on using this form, click on the links below.
Set Up a Customer Service Site
Set Up Standard Charges for a Customer or Service Site
Set Up Rate Overrides by Customer, Service Site, or Quote
Convert a Job Site to a Customer Site