How do I add my sites and equipment?
Choose Company Management → Sites. Add a site with its site code (your store or location number), address, access notes and an on-site contact, then add the equipment there — type, asset tag or serial number, make and model, install and warranty dates.
When you request a dispatch or post work, pick the site (and for a dispatch, the equipment) instead of typing the address. Each site and piece of equipment keeps a history of its jobs. Closing a site keeps its history and removes its contact.
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More in For Companies
Every plan includes both Opportunities and Dispatch.
Opportunities → Post an opportunity (needs the Opportunities service).
Compare bids and ratings on the posting, then award.
Dispatch → Request a dispatch: category, what needs fixing, how urgent.
Basic, Base Term, Premium or Enterprise — in Settings → Plan & services.
A service call, a travel fee, and time after the first hour.
Check-in, messages, sign-off photos, then your approval.
Company management → Visit criteria and Documents, once for every job.
Send it back while they're on site, request a return visit, or dispute it.
Payments → open the invoice → record payment.
Company Management → Sites → Import a file: Excel or CSV, for Company Managers.
Compliance → Add requirement, for Company Managers.
Yes — Settings → Integrations: API keys and webhooks.
Settings → Audit Log, for Company Managers.
Settings → Manage Users, for Company Managers.