Add a System to a Site

Systems in ServiceCore represent the specific equipment or infrastructure your team services for a customer, such as septic systems, holding tanks, or grease traps. Adding systems to a site helps your team track key details, prepare for jobs, and ensure technicians have the information they need in the field. Every system is associated with a site, but not every site will have a system.

Before You Start

Here are a few things to know before you continue:

• The customer and site must already exist.
• System Types include the default options in your account and any custom types you have created.
• The information you enter will be visible to technicians in the ServiceCore mobile app.
• To see if you have user permissions to add a system to a site, please review this article.

Add a System to a Site

To add a system to a site:

1. On a customer’s profile, click “Sites.”

2. Click “Add System” in line with the site.

   
   
    

3. Enter a Name that clearly identifies the system.
   • Please Note: Emojis are not supported in system names.
4. Select a Type using the drop-down menu.
   • Please Note: The list includes default types and any custom types created in your settings.
5. Enter the Construction (what the system is made of, such as concrete, plastic, fiberglass, or steel).
6. Enter the Capacity (system size in gallons). 
7. Enter the Hose Length required to reach the system.
8. Enter the Depth to indicate how far below ground the system is located.

9. Click “+ Add lid or system cover” if the system has a lid or cover. 

   
   
    

10. Enter lid or cover details and mark if digging is required.

    
    
     

11. Add Notes to record important details technicians should know before servicing the system.
12. Upload Attachments such as photos, diagrams, or reports to give technicians more context.

13. Click “Add New System.”

    
    

After saving, the system appears under the site on the customer’s profile, where you can create a job, create a service reminder, or edit the system.

To delete a system, open it for editing and click Delete System at the bottom of the page.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!