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 a Job Service Site

Set Up Standard Charges for a Customer or Service Site

Set Up Rate Overrides by Customer, Service Site, or Quote

SM Serviceable Items Form

Convert a Job Site to a Customer Site

Revert a Customer Site Back to a Job Site

Assign Attachment Types to a Customer / Service Site