What is the difference between a job site and a billing address?
Creating a basic job site.
If a customer has multiple properties that are serviced, the best practice is to enter those under the addresses tab for the customer located at the top left area below their name.
You will notice that there will be a B under the address indicates that it is their billing address, and to add a new address you will click the + Add New Button
This will take you to the Job Site screen where you will fill out information:
The Following information under the site information box is required:
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Address: Type in the customer's address and once you see a suggestion in Arborgold for the address click on it in the dropdown.
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Zip City St: This should fill in once you select the proper address
There is additional information that is not required in the site information box:
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Name: This is the site name and can be referenced when selecting job sites in the job and message center screens
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District: You can set a district for the address, you can even use the district lookup feature to automatically set a district based on the zip code. Districts can be added by clicking the gear cog at the top right and going to All Lists -> Districts
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App Type: used from the job costing screen for chemical usage reporting. Application types represent the class of client the application is being performed for. A few examples would be Commercial, Daycare, Residential, or School. The list can be edited by clicking the gear cog at the top right and going to All Lists -> Application
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County Code
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Type: Can be set to Job site (where you do the work), billing (where you invoice), or Job site and billing (you work and bill at that location)
The following information can be entered in the Contact Information Box:
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Site Contact: this information can be used on work orders for your crew or in the mobile crew app
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Site Contact Phone: this information can be used on work orders for your crew or in the mobile crew app
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Site Contact Email: This information can be used on work orders for your crew or in the mobile crew app
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Tags: Job Site tags can be made using the pencil icon to your bank of job site tags for all customers, these tags can be referenced when scheduling work for your crew in the work scheduler
The following information can be seen on the left side of the job site tab in the GPS & Mapping section:
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The map can be seen with the red pin showing the validated address. This pint can be moved and dragged to the correct location. See update address button below.
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Latitude
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Longitude
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Map Code: a way to label the address to be referenced in the work scheduler
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Update Address Button: this button will turn orange if you move the red pin, and if you update the address the address value will change on the right side to where the pin is located. If you wish to just change the pin and not the address value click the save icon instead of update address at the top right corner
The Following information can be found at the bottom of the job site information:
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Site Notes: Any specific notes pertaining to the job site can be entered here and found on the work order printed for the crew, or found in the mobile crew app
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Directions: Any specific directions pertaining to the job site can be entered here and found on the work order printed for the crew, or found in the mobile crew app