Creating a Job Site

Creating a Job Site

Create a job site in Overview before your crew delivers the first piece of equipment. Overview then records each delivery and pickup, which truck made it, and how long equipment stayed, for the Job Site History report.

1

Place

Right-click the map.

2

Fill In

Name and job site type.

3

Save

Click Save.

4

Check

Adjust the ring if needed.

Before You Begin

  • An Overview portal login
  • The job's name (for example the customer and loss, such as "Smith Basement Flood") and its street address
  • The job site type, such as Water Loss or Mold

TIP

Create the job site as soon as the job is booked. If equipment arrives first, Overview adds it when the job site is created and shows it as Background Sweep instead of naming the truck that delivered it.

Create a Job Site from the Map

This is the easiest way, because Overview fills in the address for you.

1Open the Interactive Map

From the left-hand menu, select Interactive Map. Search for the address in the search box, or zoom in on the property. Switch to Satellite to see the building.

2Right-click the property

Right-click an empty spot on the property (not on a business name) and choose Add Job Site. The Add Job Site window opens with the Address and Position filled in.

Figure 1: Right-click menu on the map with Add Job Site

3Name the job site

Type a Name your team will recognize. Pick one naming style and use it for every job.

4Choose the Job Site Type

Pick the type from the Job Site Type list. This is required. Your list may include Water Loss, Fire Loss, Mold, Board-Up, Contents, Construction, Marketing and the general Job Site type.

5Check the address

Make sure the Address is right. Fix it if needed, then click outside the box so Overview updates the Position.

6Save

Click Save. The job site appears on the map with a ring around it, and in Find > Job Sites.

Figure 2: Add Job Site window with Name, Job Site Type and Address filled in

Create a Job Site from Admin

Use this when you have an address but don't want to use the map.

  1. From the left-hand menu, select Admin, then Asset.
  2. Click the Job Sites tab, then click Add (+) in the toolbar.
  3. Fill in Name and Job Site Type.
  4. Type the full Address and click outside the box. Check that Position filled in.
  5. Click Save.

Job Site Fields

FieldWhat It's For
NameThe name everyone sees in Find, on the map and in reports.
Job Site TypeRequired. The kind of job. It sets the job site's icon and how it's grouped in the map filter.
Job Site TrackerLeave blank unless Overview set up a tracker at this job site for you.
GroupWhich of your groups (for example a branch) the job belongs to. Users who only see some groups only see jobs in those groups.
IdentifierYour own job or claim number.
HiddenHides the job site from regular users. Administrators and SuperUsers still see it.
Admin ViewShows the job site only to users with the Administrator role.
GPS ActiveLeave unchecked unless Customer Support asks you to change it.
AddressThe job's street address. Overview uses it to place the job site on the map.
PositionThe latitude and longitude, filled in from the address. You can type it instead, for example 41.0793, -85.1394, for a site with no street address.
CommentAny note you want shown in the Asset Management list.

Check the Job Site Area

On the Interactive Map, zoom in on the new job site. Equipment inside the ring counts as being at the job. If the ring doesn't cover the property, or reaches the neighbor's, drag the blue diamond on its edge to resize it. See Using the Interactive Map, Change a Job Site's Radius.

NOTE

Not sure you've set up every job? Find > Potential Job Sites lists places where several pieces of equipment are sitting outside any job site.

Troubleshooting

IssueWhat to Try
Save stays grayed outFill in Job Site Type. It's required.
The job site is in the wrong placeFix the address. See How to Modify a Job Site Address.
Equipment shows Background SweepIt was there before the job site was created. See Background Sweep for Job Site History Report.
I don't see Add Job SiteYour login may not be allowed to add job sites. Ask your company's Overview administrator.

Quick Reference

DoRemember
Right-click the map > Add Job SiteCreate it before delivery
Enter Name and Job Site TypeAddress fills in for you
Click Save, then check the ringDrag the blue diamond to resize

Related articles: Closing a Job Site · Using the Interactive Map · How to Modify a Job Site Address · Job Site History Report

NEED HELP?

Overview Customer Support

Email: overviewcustomerservice@logikos.com

Please include the job site name and address with any support request.