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1. Go to Cards > Service Management > Service Manager.
2. From the menu bar, select Additional > BOB Site Tracking Setup.

3. The Building Optimization Broker Mapping window displays with the Location tab open. 

   Note
   You can select the Home tab to display the location and technician options. From the Home menu bar, select either option from here to open that respective tab. See Mapping Technicians for steps to map technicians.

4. The location information for both BOB and Signature displays the current Location/Site data in both systems.
5. Columns in this window:

   • Tracked  - Indicates if the Location data is tracking in BOB.

   • Linked  - Indicates if the technician Customer Location/Site is linked between BOB and Signature.

   • ERP Technician ID Customer - Displays the Signature Technician IDCustomer name.

   • BOB Technician Client - Displays the BOB Technician NameClient name.

   • ERP Technician Location - Displays the Signature Technician NameLocation name.

   • BOB Site - Displays the BOB Site name.

Linking to an Existing BOB Site

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Creating and Linking a New BOB Site

Tracking a Customer Location/Site