Searching Job Sites
Tagging Job Sites
To search for job site information in the global search bar at the top, click on the dropdown to the right of the search bar and select site. (yours will likely say customer)
When searching for job site information the following can be searched: Site Name, Address, Contact, Email, City, District
Jobsite tags are a way of tagging and labeling the job site that can be referenced later in the work scheduler screen for scheduling. To use or create jobsite tags, first look up a customer using the CRM listing on the left, and navigate to their Addresses tab, the double click on the address you want to edit.
When the information opens up about the address, you will see at the bottom a contact information box, and the Tags listing with any jobsite tags that were tagged with an x next to them. In this example the Beware of Dog! jobsite tag is labeled here.
If you wish to add more jobsite tags, click the pencil icon to open up the jobsite tag edit screen
When the jobsite tag edit screen opens up click the + add to add a new jobsite tag, you will enter the name first and then click save.
Upon saving that tag will be available across your database as a jobsite tag. To label someone with the tag click the Tags blank in the jobsite information page and click on the new tag to label. You can label all, none, or any combination of jobsite tags. Be sure to click save after in the upper right hand corner of the jobsite information screen.
If you navigate back to the CRM tab, you will find a label of jobsite Tag(s) where you can filter.
If you don't have a jobsite tag column or don't have a box to filter below you can click the 4x4 grid option at the top right and make sure you have the Column Searching Off displayed (click on Columns Searching On to toggle) and also check the box next to the jobsite tags option.
