Add Custom Site Types

Not every location you service is the same. By adding Custom Site Types, you can classify each one of your customer's location with an appropriate designation.

Common custom site types you can add include: Oil & Gas, Agricultural, Restaurant, Event, Construction, etc.

Before You Start

Here are some things to know before you create site types:

How to Add Site Types

Follow these steps to add Site Types:

  1. Navigate to the Settings pagemceclip0.png
  2. Click on Custom Fields Settings tabmceclip5.png
  3. Click on the Site Types tabmceclip1.png
  4. Click Add Site Typemceclip2.png
  5. A lightbox appearsmceclip3.png
  6. Enter in Site Type Name (must be unique)mceclip4.png
  7. Click Add Site Type

After You Create New Job Types

Next time you create a site, you'll be able to select which type you'd like to designate for the address you're adding. This will be selectable from the Site Type dropdown menu under Basic Information when you Add a New Site.

mceclip5.png

How to Edit Site Types

Follow these steps to Edit Site Types:

  1. Navigate to the Settings pagemceclip0.png
  2. Click on Custom Fields Settings tabmceclip5.png
  3. Click on the Site Types tabmceclip1.png
  4. Click Edit Site Typemceclip6.png
  5. Click Save

How to Deactivate and Delete Site Types

Follow these steps to deactivate and delete site types:

  1. Navigate to Custom Fields: Site Types
  2. Click on the Dropdown Arrow for the Service you want to deactivate or delete
  3. Click "Deactivate Site Type" mceclip7.png
  4. Click the "Filter by" button and check the box for "Show Inactive Site Types"mceclip8.png
  5. Select "Delete Site Type"mceclip9.png
  6. Confirm Deletemceclip0.png

 

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