Client and site management
Keep every customer and their sites organised, with access notes, hazards and history in one place.
Manage business customers with their billing details and terms, and store every site under them with access notes, hazards and GPS. Open jobs and last-visit dates sit against each site, so you always know where things stand.
Customers and sites
- Manage business customers with billing details, terms and balances.
- Store multiple sites per customer, with access notes, hazards and GPS.
- See open jobs and last-visit dates against each site.
Everything ties together
- Every job sits under a site, and every site under a customer.
- Site hazards feed the safety side; site requirements feed the compliance check.
Common questions
- Can a customer have more than one site?
- Yes. A customer can have any number of sites, each with its own address, access notes, hazards and job history.
- Why do jobs have to sit under a site?
- So your history is always organised by where the work happened, and site-level hazards and ticket requirements can flow into safety and dispatch.
- Can I keep access notes and hazards on a site?
- Yes. Each site stores access notes, hazards and GPS, so the crew turns up knowing how to get in and what to watch for - and those hazards feed the safety side of a job.
- Can I see a customer's history at a glance?
- Open jobs and last-visit dates sit against each site, so you always know where things stand with a customer without digging through old paperwork.