Add a System to a Site

If your business does septic or FOG pumping jobs, systems will help you track critical information about the customers you service. Additionally, systems data will populate into each of the "Volume Pumped" reports available from your ServiceCore Reports Dashboard.

In this article we'll walk through the steps to add a system to a site.

Before You Start

Here are some things to know before you add a system to a site:

  • You will need Manager, Admin or Owner level permission to add a site to a system.
  • Systems can be added from the Customer Details page under the Sites tab.
  • Systems can also be added from the Create New Job form.

How to Add a System to a Site

Show Me How

For step-by-step, in-app help adding a customer, follow these steps:

  1. Login to your ServiceCore account
  2. Then, click on this link: Add System

Tell Me How

For written instructions on how to add a system to a site, follow these steps:

  1. Search for your customermceclip0.png
  2. Click to View Customermceclip1.png
  3. Click the Sites tabmceclip0.png
  4. Locate your customer's site and click Add Systemmceclip1.png
  5. From the Add New System form, start entering Basic Details (highlighted fields are required)mceclip2.png
  6. To add a Lid / System Cover, click the +Add Lid or System Cover linkmceclip3.png
  7. Add Notes (optional)
  8. Add Attachments (optional)mceclip4.png
  9. Click Add New Systemmceclip5.png


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