Setting Up Sites

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

1. Go to Sites in the sidebar
2. Click Add Site
3. Fill in the details:
4. Click Save

Geofence Radius

The address you enter pins the site on a map. When team members check in, their GPS location is compared to this pin. The default geofence radius is 100 metres - you can change it per site if a location is large or hard to pin precisely.

• A check-in inside the radius is recorded as within geofence
• A check-in outside the radius is still allowed, but flagged on the visit record so you can audit it later

Require General Photos

Each site has a Require general photos toggle. When on, field staff must add at least one photo to the visit (separate from any photos on individual checklist items). Useful for sites where you want a baseline visual record on every visit.

Site Contacts

Add the people on the client's side who should receive reports or have portal access:

1. Open the site
2. Go to Site Contacts
3. Click Add Contact
4. Set name, email, phone, and notification options:
5. Mark the right person as Primary

Managing Sites

From the Sites list, you can:

• Search for sites by name or address
• Filter by client
• View site details, including visit history
• Edit site information, including the assigned checklist template
• Archive a site (see Managing Site Status)

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