Create a Site Record

Step-by-step instructions

1. 
   Step 1

   Open the Sites module from the main navigation.

2. 
   Step 2

   Click Add Site to open the new site form.

3. 
   Step 3

   Leave the Site Number field blank — it populates automatically once the site is created.

4. 
   Step 4

   Link the customer record you created earlier, and use the Disable Maintenance toggle if the site needs to be temporarily taken out of service.

5. 
   Step 5

   Enter a location nickname for the site.

6. 
   Step 6

   Enter the tenant name for the site.

7. 
   Step 7

   Search for and select the site address — the address and location fields populate automatically.

8. 
   Step 8

   Register the site's contact details, including phone numbers and email addresses.

9. 
   Step 9

   Add multiple phone numbers and email addresses if needed.

10. 
    Step 10

    Once all the details are entered, click Save to create the site record.