Use the Location tab in the Building Optimization Broker Mapping window to link/unlink Signature Locations with BOB Sites as well as you can create a new BOB Site from this window. When you open the Building Optimization Broker Mapping window from the Service Manager window's Additional menu, your Signature Customers and Locations display, with each Customer Location on a separate row. This provides you with the ability to select which locations to link and track within BOB. (Cards > Service Management > Service Manager > Additional > BOB Site Tracking Setup) 

• 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 a BOB Site.
  • Manage Contacts: Provides the ability to create and link the Contact. See Creating a BOB Contact.
  • Manage Equipment: Provides the ability to create and link the Equipment. See Creating BOB Equipment

Columns in this window:

• Tracked  - Indicates if the Location data is tracking in BOB. Only the Customer Location/Sites that have tracking turned on will be used with Service Requests in Building Optimization Broker.
• Linked  - Indicates if the Customer's Location and Site are linked
• ERP Customer - Displays the Signature Customer name.
• BOB Client - Displays the synced BOB Client name. The field is
• ERP Location - Displays the Signature Location name.
• BOB Site - Displays the synced BOB Site name.
• 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