Setting Up Sites

Create sites, assign to clients, and add locations

Sites are the physical locations where your team performs work. Each site belongs to a client and has an address that's used for GPS check-in verification.

Creating a New Site

•Site name: A descriptive name (e.g., "Head Office - Level 3")
•Client: Select which client this site belongs to (required)
•Address: The street address of the site
•Notes: Any special instructions (access codes, parking info, etc.)
  1. Go to Sites in the sidebar
  2. Click Add Site
  3. Fill in the details:
  4. Click Save

Note: All sites must be assigned to a client. If you need to create a site but don't have a specific client yet, create a general client first (e.g., "New Clients" or "Prospects").

Setting the Location

The address you enter is used to pin the site on the map. When team members check in, their GPS location is compared to this address to verify they're on-site.

  • Enter a full street address for the most accurate GPS matching
  • You can adjust the pin on the map if the automatic placement isn't quite right
  • The GPS check-in radius can be configured in your organisation settings

Assigning Sites to Clients

Every site must be assigned to a client. You can:

  • Select the client when creating a new site
  • Reassign a site to a different client by editing the site

Managing Sites

From the Sites list, you can:

  • Search for sites by name or client
  • Filter by client
  • View site details, including visit history
  • Edit site information
  • Delete a site (this also removes associated visit history)

Tips

  • Use descriptive site names: "Building A" isn't as helpful as "123 Smith St - Building A, Ground Floor"
  • Add access instructions in the notes field so your team always knows how to get in
  • If a client has multiple locations, create a separate site for each one
Previous

Adding Clients

Next

Creating Checklist Templates

Still need help? Contact [email protected]