About 3 minutes 8 stepsFor admins and owners

Sort your jobs into sites

Make sites from the addresses of your jobs, then give each site to its customer.

Sort your jobs into sites: the screen on a computer

What this is

A site is a place you go, and a job is the work you do there. If your jobs already have addresses, the app can make your sites for you: jobs at the same place become one site.

You check the list first, and Undo takes it back straight after. Clocking in does not change: each job keeps its own pin and fence.

Sort your jobs into sitesStep 1 of 8

Step 1: Open Customers
TapClick the menu button at the top left of the screen, then Customers.TapClick Customers in the menu on the left.
Look forthe Customers item in the menu
Step 2: TapClick Make sites from your jobs
TapClick Make sites from your jobs. It puts your jobs at the same place together, and each group becomes one site.
Look forthe Make sites from your jobs button
Step 3: Make the sites
Untick any group you do not want. Then tapclick the orange button, which says how many sites it makes.
Look forthe Make 12 sites button
Good to know: Your jobs keep their own pins and fences, so clocking in works just as it did. Changed your mind? TapClick Undo straight after.
Step 4: Open Unassigned sites
The new sites are under a customer called Unassigned sites for now. TapClick Unassigned sites to open it.
Look forthe Unassigned sites link
Step 5: Open a site
TapClick one of the sites. Its page shows the place from above, its fence and its jobs.
Look forthe Main entrance link
Good to know: To put another job on a site, tapclick Put jobs on this site. The jobs nearest it come first. A job whose own pin is far from the site says so: tapclick Use this site’s place to give it the site’s address, pin and fence.
Step 6: TapClick Move to another customer
TapClick Move to another customer.
Look forthe Move to another customer button
Step 7: Choose its customer
Type the customer’s name and tapclick them in the list. Not added yet? TapClick New customer with their name to add them now.
Look forthe Find a customer box
Step 8: TapClick Move the site
TapClick Move the site. The site and its jobs are with that customer now. Do the same for each site.
Look forthe Move the site button
Good to know: Each job keeps its own pin, and its own page says who it is for and where.