What this guide covers
- How the client -> site structure works.
- How to create records in the right order.
- How access notes resolve between client and site detail.
How it works
Clients are your customer records. Sites are the locations linked to that customer. Start with the client, then add the sites under them.
Keep access notes where the team will expect to find them. Client notes work as the default, and a site can have its own note if needed.
Common workflows
Set up a brand-new customer
Create the client first, then add one or more sites without losing the parent-child structure.
Keep access notes up to date
Keep parking, gate, and waste notes current so the team sees the right instructions before they arrive.
Steps
Create the client first
Web app -> Clients -> New client- 1Open `Clients` and create the new client record.
- 2Add the contact and account details that should apply across the whole customer record.
- 3Save the client before adding sites so the next form is linked to the right customer.
Add the site under the client
Client detail or Sites -> New site- 1Choose the client before you touch the site selector or site form.
- 2Add the location address and any site-specific context.
- 3Only use site-level access notes when that location really needs its own instructions.
Manage active and inactive records
Clients -> Client detail and filters- 1Mark a client inactive manually when the relationship is paused or finished.
- 2Keep inactive records available for reference without letting them clutter the live lists your team uses.
- 3Use the client and site pages to maintain the record, not the schedule or job form.
Tips
- Start with the client first. That keeps sites, jobs, and forms linked properly.
- Use client-level access notes unless a site really needs its own version.
- Inactive does not mean deleted. It just means the customer should not appear in everyday live lists.