How to set a site address for a job

A site is an address where you work for a client that is not their own: a flat a landlord lets, a property a letting agent manages, or a business's second premises. The job stays with the client you bill, and the site says where the work happens. A job without a site is at the client's address, so you only need one when the two differ.

Add a site to a new job

1. Select New job and choose the client.
2. Turn on Work is at a different address.
3. Pick one of the client's saved sites, or fill in a new address. Add the occupier's name, phone and email if they are the person you deal with on the day.
4. Finish the job as usual and select Create job.

A new address is saved to the client, so you can pick it for the next job there.

Add or change the site on an existing job

1. Open the job.
2. Select Add a site address under the client. If the job already has a site, select the address under the job title instead.
3. Choose Client's address, one of the client's sites, or New address, then select Save.

The Site card on the job has the occupier's phone and email, and directions to the site rather than to the client.

Manage a client's sites

The Sites section on a client's page lists their sites. Select + to add one, or select a site to edit it. Editing an address changes it on every job at that site, which is what you want when you are correcting a mistake.

To stop offering a site, open it and select Archive. Jobs already at that site keep it.

Frequently asked

Does the site appear on quotes and invoices?

No. Quotes and invoices show the client you bill.

Does my phone's calendar show the site?

Yes. If you have added your Trame diary to your calendar, visits for a job with a site show the site's address.

Can one site belong to two clients?

No. A site belongs to the client who pays for work there. If a property moves to a different letting agent, add it as a site of the new client.