Customers, Sites & Locations

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Each asset must be assigned to a location before it can be serviced or inspected. Customers can have multiple sites and within each site there can be multiple locations.

 

CUSTOMER:

Customers are added vie the customer form

 

SITES:

When a new customer is created BusinessFlow automatically will assign it as a default location called  "STORES". Users then create additional sites either via the Customer Form or just enter the new site on the Job Edit form when starting a new job.

 

SUB LOCATIONS:

Any identifiable area, building, vehicle can be designated as a sub location within a site. Assets must be assigned to a location. New sub locations can be defined via the customer form within Job Tracker  Online or the mobile phone app.

 

 

 

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