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Kimberly Onnen

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  1. Go to Cards > Service Management > Service Manager.

  2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.

  3. On the Location tab, select the ellipsis Image Removed to ellipsis to the right of the BOB Site field and then select Manage Site.
  4. In the New Site window, select the Site drop-down and select <Create a new BOB Site>. 
  5. The ERP Location information defaults into some of the fields.
  6. Enter or edit the following fields. Required fields indicated with an asterisk.
    • Site Name*: Enter the unique Site name. This information defaults from the ERP Location.
    • Street Address, City, State, Postal Code, Country*: Enter the physical rooftop address. This information defaults from the ERP Customer.
    • Building Type*: Select the type of building.
    • Unit of Measure: Select Square Meters or Square Feet and then provide the measurement of the site.
    • Fuel Types*: Select one or more Fuel Types (optional).
    • Energy, Facilities, Sales Contact: Select the BOB Contact for each of these fields. 
  7. Select Create.
  8. On the Location tab, the BOB Site name is displayed. The Tracked check box is marked and the Linked Image Removed icon icon displays on the Location row.

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