When you create clients as organizations, you often need to give them more than one address. For example, an organization might have a network of shops, a couple of offices, etc.
To connect more than one address to an organization, you can use sites. Create a site for each address and choose them when you create a job. This way, you can view all the jobs for the client and each of his sites.
Sites do not necessarily need to be linked to clients. You can create internal sites independently without establishing organizations. This is particularly beneficial for companies managing jobs on internal sites, such as warehouses, communication facilities, or power supply facilities.
Open Addresses → Sites page. Click the Add site button.
You will see the New site form. Fill all the fields: name, description, organization, and address.
If the selected organization already has an address, it will be copied to the Address field. You can manually change the address to another one.
Click the Add button after you finish editing the site.
The new site will be added to the Sites list. Along with the primary details about the site, you can also view which client it is associated with. In this case, it is linked to Planado.
After attaching the site to the client, the site will appear in the client editing form. You can open this form by clicking on the client in the Addresses → Clients page.
When creating a job, you can select this site as the address, eliminating the need to re-enter the address and contact details.
To view all jobs associated with the site, open the site's editing form. A list of all jobs will be displayed below the form. To create a new job for the site, simply click the Add Job button.
To delete a site, click the Delete button. While the site's jobs will remain intact, the connection between the jobs and the site will be removed.
If you delete an organization linked to a site, the site itself will remain unaffected, but the connection to the organization will be severed.
If you need any help, leave us a ticket or write to our email address support@planado.app.