People and sites
Keep track of the people you deal with at a contact and the sites you work at, and use them on bookings.
A contact can have people (the property manager, the site foreman, the homeowner's partner) and sites (the places you work at for them). Bookings can name both, so the right person is called and the right place is visited.
Adding, changing or removing people and sites needs Contacts: Edit.
People
Add a person
Open the contact, select the People tab, then Add person. Enter their Name and any of their phone, email, alternative email, address and notes, then save. You'll see Person created.
You can also add people while editing the contact.
See a person
Select a person on the People tab. Their page shows their email, alternate email, phone, address, the sites linked to them, and notes.
Change a person's details
Open the person and select Edit. Change what you need and select Save.
Editing corrects the person everywhere they appear, including past quotes, jobs and bookings. If someone new has taken over, remove the old person and add the new one instead, so past work keeps the right name.
If you rename someone who's already on work, Systemise asks Is this someone new?
- Just correcting the name keeps the same person with the corrected name.
- Someone new removes the old person, who stays on the work they were part of, and adds the new person.
Remove a person
Open the person, select Edit, then Remove, and confirm. They stay on the quotes, jobs and bookings that name them, and their sites are kept. You'll see Person removed.
Sites
A site is a place you work at for the contact, such as each property a landlord owns, or each branch of a business. Give each site a reference so your team can tell them apart.
Add a site
Open the contact, select the Sites tab, then Add site. Fill in:
| Field | What it's for |
|---|---|
| Site reference | A short name for the site, such as Unit 4 or Head office. |
| Person | The contact person at this site, if there is one. |
| Address | Start typing to pick a suggested address, or type it yourself. |
| Phone | A phone number for the site. |
| Notes | Access instructions, gate codes, where to park. |
Use a site on a booking
On a booking, choose the Contact person first, then the Contact site. The site list shows the sites linked to that person. Sites carry through when you convert the booking to a quote or job. See Bookings.
Delete a site
Open the site, select Edit, then delete it and confirm. You'll see Site deleted.