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- If the BOB Client field is empty, you have the option from the ellipsis icon to Manage Client, which provides the ability to create the Client for BOB. See Creating a BOB Client.
- If the BOB Client is mapped and the BOB Site field is empty, you have the option from the ellipsis icon to
- Manage Site: Provides the ability to create the Site for BOB. See Creating and Linking a New BOB Site.
- Manage Contacts: Provides the ability to create and link the Contact. See Creating and Linking a New BOB Contact.
- Manage Equipment: Provides the ability to create and link the Equipment. See See Creating and Linking a New BOB Equipment.
Accessing the Location Mapping tab
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The Building Optimization Broker Mapping window displays with the Location tab open.
| Note |
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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. |
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Columns in this window:
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- Tracked
- Indicates if the Location data is tracking in BOB. - Linked
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- Indicates if the Customer's Location and Site are linked
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- ERP Customer - Displays the Signature Customer name.
- BOB Client - Displays the BOB Client name.
- ERP Location - Displays the Signature Location name.
- BOB Site - Displays the BOB Site name.
Linking to an Existing BOB Site
If a Location is not linked, the visual indicators that the Location is not linked would be that the Linked column does not display the link 
icon and the BOB Site field is empty.
- On the Technician Mapping tab, select the ellipsis
to the right of the BOB Site field. - Select Manage Site.
- In the New Technician window, select the Technician Name drop-down to display a list of BOB Technicians that have not been linked to Signature Technicians. Once the BOB Technician has been linked, that name no longer displays in this list. If the Technician has not been created in BOB yet, select Create Technician. See Creating and Linking and Creating a New BOB Site below.
- The BOB Technician's information displays in the appropriate fields. (Note that these fields are not editable.)
- Select Create.
- On the Technician Mapping tab, the Technician row is updated to now display the link icon and the BOB Technician name.
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- Ellipsis - The availability of the following options depends on the BOB Client and/or Site availability and/or linked status.
- Manage Client
- Manage Contacts
- Manage Site
- Manage Equipment