Sites are a key element of the FieldInsight system, and there are multiple ways to add them. This guide explains how to add Sites (Customers) for the first time.
Create a New Site in the Accounts section
One way to add a new site is through the Accounts section, where all your main client data is stored. To access Sites, follow these steps:
Click "Accounts" in the left pane.
In the sub-menu, select "Sites (customers)".
On the Sites (Customers) page, click "+ Add Customer" to create a new site record.
You will then be prompted to complete several fields related to the Site. Some fields are mandatory, and the site cannot be created without filling them out.
Account Customer – Links the Site to an existing Account Customer. Although this field is not mandatory, we strongly recommend linking your Site to an Account Customer for better organisation.
First Name – First name of the site owner.
Last Name – Last name of the site owner.
Business Name – The business name associated with this location.
Email – The email address for this site.
Address – The physical location of the site.
Once all the information is filled out, you can choose from the following actions:
Save & Close
Saves the newly created site and returns the user to the main Sites page.
Save
Saves the current site without leaving the page, allowing the user to continue editing.
Cancel
Discards any unsaved changes and returns the user to the previous page.
Save & Add Asset
Saves the new site and opens the Add Asset window, allowing the user to immediately associate an asset with the site.
Add Job
Creates a new job linked to the newly created site.
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Email: support @fieldinsight.com
Phone: +61 3 9005 8357