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Setting Up SM Service Sites

SM Service Sites represent locations that contain serviceable items (office, building, floor, and so on) where you dispatch technicians when service work is requested. Use the form for customer and job service sites. Work orders require a service site, so set up at least one site per customer and/or job.

Trimble hub: About Service Sites. Primary procedure: Set Up a Customer Service Site.

Before you start​

  • Customer must already exist in SM Customers (F5 from Customer opens SM Customers).
  • Default Service Center is required (SM Service Centers; F5 to create).
  • Type C uses an SM customer. Type J uses JC Co (defaults from SM Company Parameters) plus a JC Jobs job.
  • Primary Technician must be Active in PR Employees or the record will not save.
  • Optional masters: SM Rate Templates, HQ Tax Codes, HQ Reviewers (F5), HQ Insurance Codes, PR Local Codes, PR Templates (craft), AR Customers (mailing address default and Bill To).

Steps (customer site)​

  1. Enter Service Site (name or code, up to 20 characters).
  2. Set Type to C-Customer (procedure default).
  3. Enter Customer (required for Type C; F4 SM customers; F5 to add).
  4. Enter Site Description (up to 60 characters).
  5. Enter Address, City, State, Zip, Country — or accept the AR Customers mailing address default. Job sites instead default the JC Jobs ship address.
  6. Optionally enter Phone (up to 20) and Billing Email (one or more addresses separated by semicolons; used when the customer’s Deliver To is Service Site; overridable on SM Invoice Review, Recipients).
  7. Enter Default Service Center (required; defaults onto work orders).
  8. Optionally enter Default Contact (F4). Also becomes a Contacts-tab site contact and defaults onto work orders.
  9. Optionally enter Rate Template. Procedure: enter only to override the customer template. Field defs: scopes default this template (not for Actual Cost job work orders); if blank, customer work orders use the customer template or blank, job work orders default blank. Call Handler–created sites can seed this from the call.
  10. Optionally enter Tax Code — default tax when the scope source/sale location is the service site. Leave blank for no tax or manual entry. Use Tax Code checkbox plus code only if Use tax differs from Sales tax.
  11. Optionally enter Primary Technician and Reviewer (active HQ Reviewers; can mark work orders ready to bill).
  12. Optionally set Customer PO Override (customer sites only): blank = use customer setting; N-Not Required; R-Required. R is a warning only — work order still saves, and billing still creates the invoice.
  13. Optionally set Custom Invoice Report — blank uses the customer report, else SM Company Parameters Default WO Invoice Report.
  14. Optionally set Invoice Grouping (customer sites; overrides customer): S one per service site, W one per work order, P one per work order scope. Not used for single invoices generated in SM Work Orders. Differing Bill To by scope changes grouping anyway.
  15. Optionally set PO Override: blank = follow SM Customers; Yes = always group scopes with the same customer PO and same bill-to on one invoice; No = do not, use Invoice Grouping instead. New sites default blank (including Call Handler).
  16. Optionally check Alternate Bill To and enter Bill To to bill an AR customer other than the site customer.
  17. Optionally enter PR Local Code and Insurance Code (defaults to work orders; insurance overridable at scope).
  18. Optionally enter Craft Template (customer sites) — defaults onto work orders and drives craft/class rates in PR Timecard Entry.
  19. Optionally set Certified Payroll (defaults onto work orders; overridable). Customer sites only; job sites use JC Jobs (PR Info).
  20. Optionally check Non-Billable — checked defaults scopes to Price Method N; unchecked defaults T-Time and Material. Both overridable. If the SM customer is Non-Billable, the site box defaults checked and is disabled. For job sites, Markup costing disables it (unselected); Actual Cost leaves it enabled and unselected.
  21. Leave Active checked for work-order selection and lookups.
  22. Save. Then, as needed: rate overrides, standard charges, technician preferences, serviceable items, contacts.

Job sites (extra fields)​

  • JC Co (required; defaults SM company JC Co).
  • Job (required; F5 JC Jobs). Soft- or hard-closed jobs can be saved, but if JC Company Parameters block posting to closed jobs you cannot enter work orders or work completed.
  • Costing Method (required): Actual Cost default sends Billable=Actual Cost to JC; Markup sends rate-template Billable as JC cost without changing work-completed Cost.

Hard rules​

  • At least one service site per customer and/or job — work orders require a service site.
  • Inactive sites are hidden from work-order selection and lookups.
  • State is validated against HQ States using Default Country in HQ Company Setup / HQ Company Parameters for the active company. Invalid state shows an error but entry is allowed; then Country must be a valid HQ States country for that state. Country is required when the address is outside Default Country.
  • After save, changing the customer does not change the address.
  • Trimble wording differs on tax trigger (“Sale Location” vs “Tax Source” = Service Site) and when tax is entered manually (work order entry vs work completed).

Notes​

  • Related: Set Up a Job Service Site; Set Up Standard Charges; Set Up Rate Overrides; SM Serviceable Items; Convert a Job Site to a Customer Site; Revert a Customer Site Back to a Job Site; About Invoice Grouping; About Rate Templates and Override Rates; Customer Sites vs. Job Sites; About Craft Templates.