Managing Sites

Viewing Sites

Sites are accessed through their parent client:

1. Go to Clients and select a client
2. Scroll to the Sites section
3. All sites for that client are listed with status and job count

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Viewing Site Details

Click on a site name to see its full details:

• Address - Full location details
• Contact - Site-specific contact person
• Service Schedule - Frequency and days of service
• Spaces - Rooms or areas within the site
• Jobs - Scheduled and completed work

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Editing a Site

To update site information:

1. Navigate to the site's detail page
2. Click the Edit button
3. Update the necessary fields
4. Click Update Site to save

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Managing Service Schedule

To change how often a site is serviced:

1. Edit the site
2. Update the Service Frequency (Daily, Weekly, Fortnightly, Monthly, As Needed)
3. Select the appropriate Day(s) of the week
4. For monthly services, choose the week and day pattern
5. Save your changes

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Managing Spaces

Spaces are areas within a site (rooms, floors, sections). To manage them:

Action	How To
Add a Space	Click "Add Space" from the site detail page, enter name and details
Edit a Space	Click the edit icon next to the space name
Delete a Space	Click the delete icon (only if no tasks are assigned)

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Changing Site Status

Sites can have the following statuses:

Status	Meaning
Active	Currently serviced - jobs can be scheduled
Inactive	Temporarily paused - no new jobs
Archived	No longer serviced - hidden from active lists

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Deleting a Site

1. Go to the client's site list
2. Click the Delete button for the site
3. Confirm the deletion