Site
A site is a location that belongs to a customer: address, timezone, access notes.
Why it matters
Section titled “Why it matters”Dispatch geography, travel windows, and Field “today” use the site timezone. Wrong timezone makes Field “today” and dispatch calendars drift. The phone’s clock zone is not a second source of truth.
Public booking creates or matches a site from the guest address.
Customers → Sites. Path /app/w/{workspace}/sites. Permission sites.view. Name and Customer required. There is no orphan site.
A van stock location is not a site.
Prerequisites
Section titled “Prerequisites”A customer must exist. Recommended on every work order that will be dispatched.
Latitude / Longitude are optional. Geocode address is a one-shot street lookup — not live GPS and not van tracking. Empty coordinates mean the map pin and travel intelligence have nothing to use.
Portal-created sites start as Pending review. Dispatch and booking pickers ignore them until office Approve.
If you put the street only on customer billing: Field and Dispatch miss the location.
Office manual: Sites.