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Managing Site Contact Details

Summary

Site contacts are an important part of all work carried out on Oneserve. When jobs are created against a site, the site contact is set up to receive any notifications sent out as part of the work and is generally used as the primary point of contact for the site. Site contact details can also be viewed in the mobile application to allow engineers to correspond directly with a client.

Guide

Adding Site Contact Details

To add a new site contact:

  • Search for the site in question and click on it to bring up the details page
  • Click on the Contacts tab to show any contacts currently against the site

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  • If the contact currently exists in the system, click Add Contact to site and fill in the search form to find the contact in question and then click add to add them to the site

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  • Alternatively, to add a new contact, click Add new Contact to bring up the contact form

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  • Fill in the necessary detail and click add in the top-right corner to add the new contact

Note: If you are planning to send SMS notifications, you must include an SMS number in the contact details

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Updating Site Contact Details

If a contact changes their details, it's possible to update them on Oneserve to reflect the change. To do this:

  • Search for the site in question and click on it to bring up the details page
  • Click on the Contacts tab to show any contacts currently against the site

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  • Click on the name of the contact you wish to modify to bring up the details screen

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  • Click modify in the top right to bring up the edit menu

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  • Edit the details you wish to modify and click save in the top-right to save your changes

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Related Articles

Notifications

Contacts Tab

New Mobile: Appointments

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