This guide provides step-by-step instructions on how to add a new site. This will allow you to easily add a new site & manage it efficiently
1. Click "Network"
2. Click "Sites"
3. Click "Site"
4. Click "Continue"
5. Select an existing Client
6. Click "Continue"
7. Click "Active"
8. Click "Add New"
9. Enter a Site Name in the "Demo Service Broker LLC Site Name" field. This name will be automatically saved to the first field "Site Name"
10. Click the "Address (Google API)" field to select address from the dropdown
11. Scroll down and click "SAVE & CONTINUE"
12. Enter a Billing Address and click "SAVE & CONTINUE"
13. Under contacts make sure to select the checkbox "This contact is billable" to send Invoice emails automatically
14. Click "SAVE & CONTINUE"
15. Under Team Members, you can select your Team Members. These Team Members under Site will be automatically assigned as the WO manager and they'll be notified via email every time a new WO is created for their Site
16. Click "Trade Service & Billing Method To Site"
17. Select the Services
18. Click "SAVE"
19. Click "Default Rates"
20. Click "[add services]"
21. Select a Generic Item Name under PM Rate
22. Select a Generic Item Name under On Demand Rate, scroll down and click Save
23. Click this checkbox.
24. Click on Add Assignee.
25. Expand the Service Name to add a new Vendor
26. Click here.
27. Click "Select Vendor"
28. Click this button.
29. Click "SAVE & CONTINUE"
30. Add a markup by clicking on "Add More" or skip this step by clicking on "Save & Continue"
31. Click "SAVE & CONTINUE" and you can add a Scheduled Service later
32. You should be able to see the newly created Site
