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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