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 menu.
In the sub-menu, select "Sites (Customers)".
On the Sites (Customers) page, click "+ Add Customer" to create a new 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 new site and returns to the main Sites page.
Save - Saves the site while keeping you on the current page.
Cancel - Returns to the previous page without saving.
Save and Add Asset - Saves the new site and immediately allows you to add an asset to it.
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