Overview
Partner sites help the business separate multiple customer locations into usable records rather than keeping everything under one generic address.
Where To Find It
Path: Field Services > Partner Sites
Use the partner-site screen when the same customer or partner has multiple physical sites that service, delivery, or project work must distinguish clearly.
How It Works
QBM links a site to a customer and, where used, a parent site or job. The record then stores address, phones, notes, and active-status details for operational use.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Site identity | Defines the site name and whether it belongs under a parent site structure. | Use it when organizing multiple physical locations under one relationship. |
| Customer and job links | Connects the site to the right customer and, where relevant, the right job. | Use it when service work must happen at the correct customer site. |
| Address and contact details | Stores the operational location and phone details for the site. | Use it when staff or service documents need the exact site information. |
Recommended Workflow
- Create the site with a clear name the service team will recognize.
- Link it to the correct customer and set a parent site if your structure uses one.
- Enter the address and contact details fully enough for field use.
- Save the record and use it consistently on service or job-related activity.
Best Practice
- Create separate site records only when the location really needs independent tracking.
- Use naming that helps staff tell similar sites apart quickly.
- Review inactive status for sites that are no longer serviced.