If you open up a customer and navigate to their Addresses tab you will be able to see all addresses for that customer:

If you double click, this will open up the job site tab for that address.

The Following information can be found at the bottom of the job site information:

  • Site Notes: Any specific notes pertaining to the job site can be entered here and found on most work order templates printed for the crew, or found in the mobile crew app

  • Directions: Any specific directions pertaining to the job site can be entered here and found on most work order templates printed for the crew, or found in the mobile crew app

If you find that a particular template does not have site notes or directions contact our support team by calling 812-269-8402 or getting in chat bubble at the bottom right of the cloud.

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