Page Comparison

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

2. From the Service Manager menu bar, go to Additional > BOB Site Tracking Setup.

3. On the Location Mapping tab, mark the Tracking check box OR select the 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 Site. 
5. The Signature Location information defaults into some of the fields.
6. Enter or edit the following fields:
   • Site Name: Enter the unique Site name. This information defaults from the Signature Location.
   • Street Address, City, State, Zip Code, Country: Enter the physical rooftop address. This information defaults from the Signature Customer.
   • Building Type
   • 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.
   • Sales Contact: Select the Contact.
7. Select Create.
8. On the Location Mapping tab, the Location row is updated to indicate the Site is tracked, linked, and the BOB Site name is displayed.