Pathway: Customer > Search > Accounts

View Existing Site Locations

Add New Site Location

To access the ‘Add Service Location’ editor the following steps apply:

Select # of # (example: 1 of 2) to display the Site Search popup window.
Select the green ‘+' icon from the upper right corner in Site Search and select ‘Service Location’. A new 'Add Service Location’ popup window will display.
Minimally complete all required fields highlighted in red in the Basic Settings tab and click Save.
Select the Billing Settings tab and minimally complete all fields highlighted in red and click Save.

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Field	Description
Contact/Location Information (Name, Address, Phone)	Enter the contact and location information for the site.
Signature Required	If selected, the driver will be required to collect a signature each time they service the location.
Service Region	Identifies the region the site belongs to.
Tax Region	Identifies the tax region the site belongs to.
Status	Indicates the current status of the site.
Note	Displays in the site details section when viewing the Customer screen.
Warning on Open	Displays as a site-specific pop-up warning anytime the site is accessed.
Access Information	Used for conveying information the driver will need to access a location. Displays every time the location is serviced.

Field	Description
Tax Exempt	If the site is tax exempt and no tax region was selected when the account was created, select the Tax Exempt check box.
Tax Exempt Reason	If the Tax Exempt box is checked, enter supporting information for the reason why the site is exempt.
Surcharge Group	Select a Surcharge Group if the location is subject to a surcharge.
Invoice Detail Level	Determines the amount of information the invoice should include.
Invoice By Email	If the location is receiving invoices by email, select: Account Settings and the location will follow what was previously set up for the account. Email With Link and the location will receive a URL link to open the invoice. Email With PDF Attachment and the invoice will be attached to the email as a PDF.
Site Billing Contact	Select the name of the Site Billing Contact if the contact is different than the account contact. Contacts are only assigned here. To create a contact, the Contacts tool must be used.