Setting Up SM Service Sites

SM Service Sites are physical locations where work is performed. Use them on work orders for sites you visit often.

Before you start

• Have the site address and contacts ready.
• Decide whether the site is customer-related or job-related.

Steps

1. Open SM Service Sites.
2. Enter a description, address, and phone.
3. Choose customer-related or job-related. For job-related sites, reference a JC job so costs consolidate under that job.
4. Assign a rate template if the site needs its own rates.
5. Set site-level charge or rate overrides if needed.
6. Save.

Notes

• The service site field is optional on work orders, but recommended for frequent sites.