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Mobile Companies: Job Names/Numbers, Addresses, or Customer Names

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As with all of these strategies, this is not necessarily a hard and fast rule that will work for everyone; it is simply a strategy that has been effective for other SiteDocs members in the past.

 

If your company is mobile but your job sites are long-term, then you can use Location Profiles to represent your physical job locations and simply create a new profile for each new project.

Here are some examples:

  1. Addresses
    Screen_Shot_2021-09-24_at_10.34.02_AM.png
  2. Job Numbers
    Screen_Shot_2021-09-24_at_10.36.32_AM.png
  3. Customer Names
    Screen_Shot_2021-09-24_at_10.40.16_AM.png
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