A site profile represents a tangible feature at a customer’s location - for example, Pool, Spa, Water Feature, Stove or Fireplace.  The purpose of recording a site profile is to track equipment and/or site details, including specific readings per service visit.

There are two ways to add a site profile

  • Manually - Create a new site profile
  • Copy an existing site profile - Copy an existing site profile and then make changes to the profile

Manually create a new site profile

Step 1: Enter the basic information

  1. Go to Administration > Service and Delivery > General Setup > Site Profile Setup.
  2. Click Add
  3. Name - Enter the site profile name - for example, Pool, Spa, Stove, Water Feature, etc.
  4. Click OK. The Site Profile screen appears.

Step 2: Enter the site profile attributes

Site profile attributes are characteristics of the profile that are static or do not change - for example, pool volume, and pool surface. 

siteprofileattributes

  1. Right click on the Site Attributes section and select Add from the menu that appears.
  2. Enter the site attributes in the list that appears. For example, if you are creating a site profile for pools, you might want to create the following site attributes: volume, pool surface, heater, pump, filter, and chemical system.
  3. Click OK when complete. The new site attributes appear in the list.

Step 3: Enter the site attribute default values

  1. Select a site attribute.
  2. Right click in the Site Attribute Default Values section. 
  3. Do you want service techs to enter a number, or select a value from a list?
    • Force number entry - Select this option and then enter a range, default value, and increment amount. For example, if the site attribute is pool volume, enter 0 for Low,  1,000,000 for High, 0 for the default, and 100 for the Increment By.  When a service tech enters the volume, s/he can enter a volume from 0 to 1,000,000 in increments of 100.
    • Allow Text Entry - Select this option if you want the tech to select an option from a list, and then enter the options.

Step 4: Set up the per visit attributes

Per visit attributes are attributes that might change each time a service tech performs a service - for example, pool temperature, pH, if the pump is on, etc. 

siteprofilevisitattributes

  1. Right click in the Visit Attributes section and select Add from the menu that appears.
  2. Enter the visit attributes - for example, light, pump, trap, heater, filter, pump, pH, etc.
  3. Click OK to save.
  4. Click on a visit attribute to select it.
  5. Right click in the Measure Defaults section, and select Add from the menu that appears.
  6. Measure Defaults are the values you want the service tech to measure when they arrive at the site. When entering the initial measurement, do you want service techs to enter a number, or select a value from a list?
    • Force number entry - Select this option and then enter a range, default value, and increment amount. For example, if the per visit attribute is pH, enter 6.8 for Low, 8.2 for High, 7.5 for Default, and .1 for Increment By.
    • Allow Text Entry - Select this option if you want the tech to select an option from a list, and then enter the options.
  7. Click OK when complete to save the measure default.
  8. Right click in the Adjustment Defaults section, and select Add from the menu that appears.
  9. Adjustment Defaults are the measurements they enter after performing the service. These can be set up in two ways:

    • Before and after value - If the per visit attribute is pool temperature, the service tech enters the temperature of the pool when they arrive (this is the measurement default), and the temperature that they adjusted the pool to (this is the adjustment default). In this example, the Adjustment Defaults and Measurement Defaults would have exactly the same setup.
    • Adjustment - If the per visit attribute is pH, the service tech enters the pH of the pool when they arrive, and the pH change once the service is complete. In this example, the Adjustment Defaults and Measurement Defaults are set up differently. For example, if the per visit attribute is pH, the adjustment default might be -1.0 for Low, 1.0 for High, 0 for Default, and 0.1 for Increment By.
  10. Click OK to save the adjustment measure default.
  11. Add measurement defaults and adjustment defaults to all of the visit attributes. 

Step 5: (optional) Enter a legend

The Legend is a text field to define abbreviations that you have used on site profiles visit. The legend will print on customer documents so that the customer can refer to it when reading their Per Visit information.  The legend is Quick Text enabled.

Step 6: (optional) Enter notes on the whiteboard

The Whiteboard allows you to enter generic text notes to the Site Profile Type.  These notes can be updated by any employee, but cannot be seen by the customer.  Quick Text is available via right click on the Whiteboard.

Security Permissions Required

Category
Function
Administration-Service & Delivery
Can Access Service & Delivery Tree Branch