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Search the Engineers Hub 4.0.0 manuals, browse by workflow, or send a support ticket to the SiteTools help desk.
Customers, Sites & Contracts · v4.0.0
Creating customers and sites
Build the customer/site structure used by jobs, assets, contracts and compliance records.
Customers, Sites & Contracts · v4.0.0Customer account timeline
Review service and commercial history for one customer.
Customers, Sites & Contracts · v4.0.0Creating service contracts
Create contract coverage, commercial/SLA settings and recurring service rules.
Customers, Sites & Contracts · v4.0.0Contract scheduler and recurring jobs
Generate work from due contract service schedules.
Customers, Sites & Contracts · v4.0.0Maintenance schedules and due work
Maintain planned service dates and create work from due maintenance.
Customers, Sites & Contracts · v4.0.0Customer portal users
Give customers controlled access to their own records.
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