How do I add a Client Site?

Admins who service Clients with multiple locations can add each location as Site in WORK. Admins can create Sites from Clients or during the Job Creation process.

Clients

From Clients, select the Client Record you wish to add a location to.

From the Client Record, select Sites and Contacts then select Add Site.

Fill in the Site Details then select Save.

Note: You must fill out all fields marked with an asterisk before saving.

The new Site will appear in the Client Record.

Job Creation

From Jobs, select Create a Job. 

Select the Client, select drop down menu for location then select Create a Site.

Fill in the Site Details then select Create.

Note: You must fill out all fields marked with an asterisk before saving.

The new Site will be the location of the Job Record.

Learn how to add a Client.