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  1. Go to Cards > Service Management > Service Manager.
  2. From the Service Manager menu bar, go to Additional > Map2BOB Sites.
  3. To the right of the ERP Customer/Location, select the ellipsis  icon.
  4. Select Manage Client.
  5. In the New Client window, from the Client Name drop-down, select <Create a new BOB Client>.

  6. The ERP Customer information defaults into the following fields, however you can edit this information for the new BOB Client. 

    Editing the BOB Client information will not update the Signature Customer information.

    • Client Name: Defaults from the ERP Customer.
    • Business Type: Select the type of business associated with this client.
    • Street Address: Defaults from the ERP Customer. This address must be the physical rooftop address.
    • City: Defaults from the ERP Customer.
    • State: Defaults from the ERP Customer.
    • ZIP Code: Defaults from the ERP Customer.
    • Country: Defaults from the ERP Customer.
  7. Select Create.
  8. On the Map2BOB window, the BOB Client displays to the right of the ERP Customer. This indicates that the ERP Customer and BOB Client are now linked.

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