Last Updated: December 07 2022
You can identify a site by a defined site name that your business easily recognises. This may be the same as the street address, or alternatively, a building name or customer name, for example, 'ABC Lighting - Head Office'.
After you have created your sites, learn how to manage them in How to Manage Sites.
To create a site in simPRO, hover over People , then click Create New Site. Alternatively, you can create a new site within a customer, quote or job. You can then manage site details, enter custom information, add site contacts, add a preferred technician and adjust tax settings.
To create a site:
- Go to People > Sites > Create Site.
- Enter a Site Name that clearly identifies the site.
- Search and select a Zone if applicable.
- AU / NZ / US: Click Search Address and enter the required address. Choose from the suggestions list to populate the Street Address, Suburb, State / Province and Postcode.
- Alternatively, enter the Street Address details manually.
- UK: Enter the Street Address details manually. Enter the Postcode, then click outside the text box to generate a selection of addresses.
- IE: Enter the Street Address and Eircode manually.
- To record international addresses, you can select the required country and enter in the appropriate address manually.
- Enter a Cert. Date and Cert. Month to record the date the site was first certified and mark the day when the servicing should commence. If you use the Maintenance Planner add-on, this is the date that service levels should be incremented from. This information is included on the Certificate of Maintenance Report.
- Click SET UP PRIMARY CONTACT.
- Enter details for the contact and click Create.
- Click Save and Finish.
Postal Contact and Postal Address information is required only if a billing address differs from a site address and customer billing address. For example, if your customer is a real estate company, the Site Address is a tenant's physical address, and you use the Postal Contact and Postal Address if you need to enter an owner's name for billing and override the billing address saved in the customer's card file.
If you are conducting solar industry work in Australia and have enabled STC Small-scale Technology Certificates, an Australian Government rebate used in conjunction with the renewable energy sector. or VEEC Victorian Energy Efficiency Certificates, a Victorian state government scheme for the renewable energy sector. zones, you can also select a zone from the STC / VEEC Zone drop-down list. Learn more about STCs in How to Set Up STCs - AU Only.
Use the Custom sub-tab to store additional information under custom fields created in System > Setup > Custom Fields. You can then search using these custom fields in local and global searches.
Learn more in How to Use Custom Fields.
Assign preferred technicians to sites in Profile > Preferred Technician in the site card file. If you have nominated preferred technicians in the associated customer card file, they are automatically assigned to new sites created against that customer. This is useful if a technician knows the site well or has specific skills required to work on the site.
Then when you create a job or quote for that site without Maintenance Planner, the technician with the number one Preference is automatically assigned. If you create a job or quote using Maintenance Planner, the employee with the relevant Asset Type or Service Level listed highest in the Preferred Technician table is assigned as the technician.
To assign a preferred technician to a site:
- Create or access the site. Learn more in Create a site.
- Go to Profile > Preferred Technician.
- Search and select the technician from the drop-down list.
- Click Add.
- Assign a preferred technician to an asset type and / or service level in a site if required.
- Click Save and Finish.
Click the icon to remove a preferred technician.
Additional preferred technicians defined in the site card file override those set at the customer level.
When you add preferred technicians to a customer card file, they are not automatically added to any existing sites associated with the customer.
Learn more in What are Preferred Technicians in simPRO?.
Manage customer assets An item or piece of equipment you service or maintain on behalf of your customer. Customer assets could include items such as fire equipment, air conditioners, security equipment. in the Customer Assets tab of a site to provide preventative maintenance and repair. Learn more in How to Manage Customer Assets.
You can also create new assets from here. Learn more in How to Manually Create Assets.
Click Options on an asset to access the following options:
|Edit Customer Asset||Enter the customer asset and edit details. You can also access the asset by clicking it.|
|Create Job||Create a new service job with the Job Cost Centre defined in the asset type in System > Setup > System Setup > Customer Assets > Asset Builder.|
|Print Barcode||If applicable, print a barcode entered in a custom field if applicable.|
|Transfer Customer Asset||Transfer the asset to another site by searching and selecting the site, then clicking Save.|
|Archive Customer Asset||
Archive a customer asset. You can view archived customer assets by going to Utilities > Customer Assets > Advanced > Customer Asset Status, then selecting Archived or Active & Archived. To make a customer asset active in your system again, click Options > Activate Customer Asset.
|Delete Customer Asset||Permanently delete a customer asset|
Use the Customers tab to create or add existing customers to associate with a site. If you have created a site within a customer card file, the customer is automatically associated. Learn more in How to Create Customers.
To create a new customer to associate to a site:
- Access the site, then go to the Customers tab.
- Click Create Customer and enter details as required.
- Click Save and Finish.
- Click Save and Finish.
To add an existing customer to a site, search and select the Customer Name, then click Add.
To remove a customer from a site, click Options > Remove from Site, or alternatively, select the customer, then click Remove from Site.
As customer assets are managed within sites, multiple customers associated to one site may be able to access other customer assets when accessing jobs and quotes in the customer portal.
Use the History tab in a site card file to view a history all quotes, jobs and invoices raised against the site in simPRO.
Add, organise and download site-specific attachments, such as blueprints and maps, in the Attachments tab of a site card file. Learn more in How to Use Attachments.
Enter site-specific notes in the Notes tab of a site card file. Public Notes are visible in Connect and could include public site information such as parking instructions. Private Notes are for internal reference only and are not visible in Connect.
The information displayed on the Logs tab details all the actions and changes performed for the selected record in simPRO. You can use this for accurate and comprehensive auditing.
The details displayed include:
|Message||A short description of the update performed on the record.|
|Date & Time||Date and timestamp of when the action was taken.|
|ID||The simPRO ID of the user who performed the action.|
|Name||Name of the user who performed the update on the record.|
The type of action performed.