Back to How to VideosAttach Multiple Locations to a Single Customer in Fieldmagic
This guide outlines how to link multiple sites under one customer profile in Fieldmagic, keeping your site management clear, consistent, and organised. 🧩
🔍 Step 1: Access the Customer Profile
➡️ Navigate to the customer you wish to modify
🏛️ Example: Select "Government House"
🏠 Step 2: Add a New Site Address
➕ Click the option to Add Site
📍 Enter the full address of the new site
📝 Example: “18 St. George’s Terrace”
🏷️ Step 3: Assign a Special Location Name
💡 Give the site a unique name to identify it within the system
🏷️ Example: “State House”
✅ This name helps differentiate the site across jobs and reports
🗒️ Step 4: Input Additional Notes
🧾 Add access instructions, parking info, or other site-specific notes
🔐 Helpful for technicians and schedulers
🔄 Step 5: Refresh and Verify
🔁 Refresh the customer profile
👁️ Confirm the new site now appears listed under the customer
📌 “State House” should show as its own entry
🔎 Step 6: Search and Confirm
🧭 Use the search bar to look up the new site
👤 Make sure the site is linked to the correct customer
🧷 Check: Does it show “State House → Government House”?
✅ Done! You’ve now successfully added and verified a new site under an existing customer. This helps maintain a cleaner, more scalable database for future scheduling and reporting. 🚀
