Creating sites

Sites represent the individual properties or locations belonging to a client. Surveys are always created at the site level, so you’ll need at least one site before you can start a survey.

Steps

Open the client record

Click Clients in the left navigation bar, then select the client you want to add a site to.

Go to the Sites tab

Click the Sites tab on the client record.

Open the create form

Click Add Site in the top-right corner.

Complete site details

Fill in the site information:

Field	Required	Notes
Site Name	No	A descriptive name for this location
Company Name	No	Pre-filled with the parent client name
ISO Class	No	The site’s construction classification. Options: N/A, Class 1 (Frame), Class 2 (Joisted masonry), Class 3 (Noncombustible), Class 4 (Masonry noncombustible), Class 5 (Modified fire resistive), Class 6 (Fire resistive)
Currency	No	Pre-filled with the client’s currency
SIC Code	No	Standard Industrial Classification code. Use Search SIC Codes to find the right one

Complete site address

Enter the site’s address:

Field	Required
Country	Yes
Address Line 1	No
Address Line 2	No
City	Yes
State / Province	No
Postal Code	No
GPS Coordinates	No

For GPS Coordinates, you can type coordinates directly or click Find address to locate the site on the map.

Add a site summary (optional)

Use the Site Summary field to add any notes or context about this site.

Save the record

Click Save Changes. The site will appear under the client’s Sites tab.

The GPS Coordinates map is useful for confirming the exact location of a site, especially for large or multi-building properties.

The client record

Bulk importing sites

Getting started

Navigation

Clients & Sites

Surveys

Activities

Access Management

Steps

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Steps