Service Manager
Managing Sites
Sales > Managing Sites

A site is essentially a location where you perform a service. Every customer has at least one site, and can also have multiple sites.  See Sales for an example of a customer with multiple sites.

From the options menu you have the following functions:

To See
Reports Site Reports
Price increase How to: Price increase a Site
Change customer How to: Transfer a Site
Hold all deliveries How to: Holding Deliveries For a Site
Resume all deliveries How to: Holding Deliveries For a Site
Create a new agreement How to: Add a new agreement for an existing site
Refresh costs Customer Profitability


The site page has four additional tabs:

 

 

Agreements

Displays all the agreements for this site

Active items

Shows all of the currently active items for all of the sites agreements

Documents

Shows a list of uploaded documents and gives access to the document storage functions for this site. See Document Storage for details on uploading, amending and viewing documents.

Deliveries

Displays all of this sites deliveries in descending date order. See How to: View Service Receipts for further options