Locations, Sites & Entities
Locations, Sites, and Entities are ways to be more specific about where service is to be delivered. They are integral components of ReachOut that help categorize data during inspections or audits.
Location refers to the actual physical address of a customer. There must be at least one primary location for a customer, but it’s also possible to have more than one location associated with a single customer. The location that you add for a customer will be treated as the main billing address.
The primary location is the one that you add while creating a customer. While doing so, you can add contact details for a location by specifying the phone numbers for a contact person.
Sites refer to a specific area at a location. It can be as simple as a building, floor number, or a set of stalls in a department store, for example. Thus, sites are a subcategory within a location. How you define them is up to you.
An entity refers to the utility, device, or an asset at a customer’s site, on which regular or recurring inspections or maintenance are conducted. To use Entities in ReachOut, you have to create Entity Types, which is specified in detail here.
An entity is an instance of an entity type. You can give an entity an attribute value that holds more information and details about the entity which can be shared with the installer/technician when they are out for future installation or maintenance once the entity is installed at the particular site within the customer’s location.
If you have any trouble understanding how an Entity is used in practice, get in touch with us at – email@example.com.