Summary:

In ServiceBox, a job site refers to a specific location where a service or job is performed. This can include a customer's address, a project site, or any physical location where work takes place. Job sites are essential for organizing and managing service activities within ServiceBox.


This article will guide you on how to add a job site to a customer.


Adding a Jobsite to Customer:

  1. Open the customer profile you wish to work with.







  1. In the customer profile, navigate to the "Job Sites" tab.
    • This tab contains a list of existing job sites associated with the customer.
  2. To create a new job site, click on the "Add Job Site" button.
    • This allows you to specifically create a job site for this customer.





  1. As you create the job site, the customer's name will be automatically displayed.
  2. Add a building name for the Job Site - This could be the name of the building or any other identifier for the location.
  3. Add a building name for the Job Site.
  4. Decide whether to use the customer's contact information for the Job Site address or add a new address.
    • If you want to use the customer's address, simply click on the checkbox labeled "Use Customer Contact Info."
    • If you need to add a different address, click on the option to add a new address.
  5. Once you have entered the necessary details, click on the "Save" button. This will save the Job Site information and associate it with the customer.

By following these steps, you can fill in the required details for the Job Site in ServiceBox, including the customer's name, building name, and the choice of using the customer's address or adding a new address. Saving the information ensures that the Job Site is properly set up and linked to the customer's profile.