Sites and files it anchors

The Site (location of where the work is done) is the anchor point of master files (Bill to: and Asset) as well as related activity files (work orders - contracts - jobs - invoices).

Note: the initial load of the Customer and Site master files can be handled by download from an excel spread sheet.

Tip: When adding new Bill to or Asset (equipment) , start with 'Site', then click the appropriate 'New'.

• Site
• Bill to: (Customer)
• Assets / Equipment