Step 1 — Open the customer record
Navigate to the customer you want to add a site for and open their record.
Step 2 — Click Add Site
Click the Add Site button within the customer record.
Step 3 — Search for an existing site (optional)
Before filling in a new address, the form will search for existing sites as you type. If a matching site appears in the list below the search box, you can click it to link the existing site rather than creating a duplicate.
If the site is new, continue filling in the form.
Step 4 — Fill in the site details
The form is split into two columns.
Step 5 — Save the site
Click Save or Create. The site is added to the customer and is now available when creating jobs.