Adding a New Site for Cleaning

Overview

Sites represent physical locations that require cleaning services. Each site belongs to a client and can have its own service schedule, contact person, and special requirements.

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Step 1: Navigate to the Client

First, go to the client who owns the site:

1. Click Clients in the sidebar menu
2. Find and click on the client's name to view their details
3. Scroll down to the Sites section
4. Click the Add Site button

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Step 2: Enter Site Information

Fill in the basic details about the location:

Field	Description
Site Name *	A descriptive name for the location (e.g., "Main Office", "Building A", "Warehouse")
Site Code	Optional internal reference code for your records
Address *	Full street address including city, state, and postal code
Site Notes	Access instructions, parking info, alarm codes, or special requirements

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Step 3: Add Site Contact (Optional)

If there's a specific contact person at this site:

• Contact Name - The person to liaise with at the site
• Contact Phone - Direct phone number
• Contact Email - Email address for communications
• Position - Their role (e.g., "Facility Manager", "Reception")

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Step 4: Set Service Schedule

Configure how often this site needs cleaning:

Frequency	Best For
Daily	High-traffic offices, retail stores, medical facilities
Weekly	Standard office cleaning, small businesses
Fortnightly	Residential properties, low-traffic areas
Monthly	Deep cleaning, specialised services
As Needed	One-off jobs, on-call services

After selecting a frequency, choose which day(s) of the week the service should occur.

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Step 5: Save the Site

Click Create Site to save. You'll be returned to the client's sites list where you can:

• Add more sites for this client
• Create jobs for this site
• Manage site spaces (rooms/areas)