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Setting Up Your First Site

Everything in Site App Pro is organised around sites. A site is any location your team works at — a project, a client's premises, a depot. When your team completes a form, it's attached to the site they selected first. That's how your records stay organised by location and by job.

Adding a site

  1. Click Sites in the left menu.

  2. Click the Add button.

  3. Enter a site name — something your team will recognise in the field.

  4. Enter the address. This matters: it appears on your Dashboard map, and when your team checks in, the system records how far they were from the site at that time.

  5. Click Save.

Repeat for each of your active sites. You can always add more later.

Turning on check-in and check-out

Check-in is how you track who's on site and when. To enable it:

  1. Click My Business in the left menu, then Settings.

  2. Tick Enable check-in for users.

  3. Also tick Prompt users to complete required forms after check-in. This automatically opens your team's Pre-Start form the moment they tap Check In — one prompt per person, per site, per day.

  4. Click Save.

Setting a site closed time

  1. Open a site from your Sites list.

  2. Find the Site Closed Time field and set the time your team should have left by.

  3. Save the site.

Anyone still checked in after that time gets a push notification reminding them to check out — so you're not chasing people at the end of the day.

Seeing who's on site

From the Dashboard, filter by a site and click the location icon. You'll see a live list of everyone currently checked in.


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