Sites in FieldEx represent physical locations where jobs take place or assets are installed like customer branches, warehouses, plants, or offices. Linking jobs to the correct site ensures accurate dispatching, location-based tracking, and job history visibility. This article walks you through creating and managing site records.
This article covers:
How to create a new site
What each form section means
How sites connect to jobs, assets, and customers
How to Create a Site
Path: Sites > New Site
Navigate to the Sites module and click New
Fill in the general and contact information (see breakdown below)
Click Save to create the site record
Site Record Field Breakdown
Site creation is structured into four sections:
1. General Details
Name: Site name (e.g., “Kuala Lumpur Plant”)
Status: Active or Inactive
Customer: Required field – assigns the site to a customer account
Type / Sub Category: Optional tags for grouping (e.g., Warehouse, Branch)
Project: Optional – link if the site is part of a project
Reference No. / Area / Category / Description: Optional tags for internal reference
2. Contact Details
Contact Name: On-site contact person
Phone 1 / Phone 2: Main and backup numbers
Email: Optional contact email
3. Location Details
Service Zone / Geofence: For technician routing and area grouping
Address: Use Search Address or enter manually
Street, City, State, Postcode, Country: Full address breakdown
Latitude / Longitude: Automatically captured or adjusted manually
4. System Information
External ID: Optional field for system or integration reference
How Sites Are Used by Planners
Once created, sites are available across the FieldEx platform:
In Job Orders: Every job must be linked to a site it defines where work will occur
In Asset Records: Assets can be assigned to sites to show where they’re placed
In the Calendar: Technician views use site data for routing and map planning
Sites anchor the location logic for every job, making them critical to dispatch and service history.
Tip: If a customer has multiple locations, create a site for each. This allows you to plan jobs per branch and view work history per location. |