Creating a BOB Site

If you do not have a Site created in BOB that corresponds with a Signature Location, you can create the BOB Site record in the BOB Mapping Tool. Creating the Site will also automatically link with the Signature Location. Before you can link and track a BOB Site, you will need to have that Site's Client records linked. See Mapping Customers and Clients. 

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.