Adding Sites to Quotes

You can manage Sites for the Sales Folder. For each Sales Folder you can add several Sites. When producing an RFQ quote you can select the Site which the quote is created for.

1. Initiate the RFQ Management for the Lead.
2. Switch to the Sites tab.

On the Sites tab, you can see the list of Sites, as follows:

For each Site, the following information is available:

Site name	Name of the Site that will display in a drop-down list when producing a quote.
Lot/street details	Information about the lot/street where the Site is located.
Inspected	Flag that the Site inspection was completed.
Date	Date when the Site inspection was completed.

You can perform the following operations on Sites:

• add new Sites
• edit the existing Sites
• delete the no longer needed Sites

Adding a New Site

Above the list with Sites, locate the Add  icon and click it.

1. On the opened page, specify information about the Site:
   

   Site name	Enter the name of the site being inspected.
   Lot no	Enter the number of the lot.
   Block	Enter the number of the block (if applicable).
   Street No	Enter the number of the building on the street you specify next.
   Street	Enter the name of the street where the site locates.
   Map reference	Optional – Add Map Number and Grid Number (for example, Map 54, G7).
   Subdivision	Enter the site subdivision (if applicable).
   Zip Code	Enter the Zip code of the site.
   State	Enter the state of the site.
   A.P.N.	Enter the Assessor’s Parcel Number.
   Inspected on	Check the box if the site inspection was completed. Pick the date when the site inspection was complete.

2. Use the drop-down lists to specify the actual state of inspected parameters of the Site. For example, you may need to enter information about waste distance, power distance, and so on. The set of parameters is defined in the Job Specification Template with the Set as default for Site Inspection flag.
3. When complete, click Process.

Note

You can save the incomplete site inspection and return to it then.

Editing the Site

1. On the list with Sites, locate the one you want to edit.
2. Hover over the Site, until the action icons appear, click the Edit  icon.
3. Make the appropriate modifications in the Site.
4. When complete, click Process.

Deleting the Site

1. On the list with Sites, locate the one you want to delete.
2. Hover over the Site, until the action icons appear, click the Delete  icon.
3. Confirm the permanent removal of the Site.

Note

You cannot delete the Site which is already used in the Printed Quote.