New Site

The New Site check box on the SM Work Order Quotes form, header Info tab.

This check box automatically defaults as selected for new work order quotes.

If this quote is for a new service site (applies to new and existing customers), accept the default. When this check box is selected, the site address fields are enabled.

Note: You must click Create Customer / Site to set up a new customer (in AR Customers and SM Customers) and/or service site (in SM Service Sites). If any required information is missing, the system displays a warning and you must enter the required information and then re-click Create Customer / Site. Once the new customer and/or service is created, the system clears the New Customer and/or New Site check boxes.

If this quote is for an existing service site (existing customers only), deselect this check box. The address fields are disabled and will default from SM Service Sites once you enter the site ID.