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- Go to Cards > Service Management > Service Manager.
From the Service Manager menu bar, go to Additional > Map2BOB Sites.
- On the Location tab, select the ellipsis
to the right of the BOB Site field and then select Manage Site. - In the New Site window, select the Site drop-down and select <Create a new BOB Site>.
- The ERP Location information defaults into some of the fields.
- Enter or edit the following fields:
- 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.
- Square Footage: Provide the square footage of the Site.
- Fuel Types: Select one or more Fuel Types (optional).
- Energy Contact: Select the Contact.
- Facilities Contact: Select the Contact.
- , Facilities, Sales Contact: Select the BOB Contact for each of these fields.
- Select Create.
- On the Location tab, the BOB Site name is displayed. The Tracked check box is marked and the Linked
icon displays on the Location row.
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