Course Code: SVG-03
Goal: Understand the structure and purpose of service sites in CUBE, and learn how to properly create, configure, and manage them for accurate service tracking and lifecycle management.

Session Overview

Duration: 1 Hour
Delivery Format: Virtual (Microsoft Teams) or In-Person
Participant Level: Beginner to Intermediate
Resources Provided:

• Service Site Setup Guide
  
• Site Structure Planning Template
  
• Sample Site Overview Diagram
• Status Indicator Legend

Learning Outcomes

By the end of this session, participants will be able to:

• Define what constitutes a service site and how it fits into the CUBE service ecosystem
  
• Properly create a new service site and link it to a customer or parent organization
  
• Navigate and manage key site detail tabs including history, assets, and documents
  
• Understand how to manage multiple service sites under a single customer account
  
• Use status indicators to track site health and service history
  

Complete a hands-on exercise to set up a full-featured service site

Session Agenda

3.1 Definition and Structure of a Service Site

• What is a service site in CUBE?
  

• Physical location where service is performed
  

• Includes contact info, asset history, and service records
  

• Examples of service site structures:
  

• School Districts – Each school as an individual site
  

• Government Entities – City Hall, police stations, fire departments
  

• Retail Chains – Each store as a unique service location
  

• Benefits of site-based tracking vs. project-only tracking
  
  

3.2 Creating a Service Site: Required Fields and Linking to Customers

• Navigating to the Service Sites module
  

• Required fields during site creation:
  

• Site Name
  

• Address / Location
  

• Primary Contact
  

• Customer Account Link
  

• Linking sites to customer records for CRM and billing sync
  

• Optional fields to enhance service context: Notes, PO Codes, Site Tags
  

3.3 Service Site Detail Tabs

A walkthrough of each major tab in the site profile:

• Site Info – Basic location and ownership data
  

• History – All service calls, faults, and work order history
  

• Connections – Related personnel, techs, or other linked accounts
  

• Documents – Drawings, contracts, past reports
  

• Faults – Logged issues or deficiencies at the site
  

• Assets – Equipment tied to this site, with install and maintenance details
  

• Recommendations – Tech-submitted or system-generated improvement items

3.4 Managing Multiple Sites per Customer

• Viewing all associated sites under one customer record
  

• Using filters or map views to identify service coverage
  

• Assigning centralized vs. site-specific personnel
  

• Running site-level reports for grouped customers (e.g., region, building type)

3.5 Status Indicators and What They Mean

• Interpreting visual and status tags associated with a site:
  

• Active/Inactive
  

• Has Contracts / Assets
  

• Owner Info Complete
  

• Last Call Date
  

• Service Overdue / Site in Review
  

• Using indicators to prioritize follow-ups and PM renewals
  

3.6 Exercise – Create a New Service Site

Participants will:

• Create a new service site linked to a customer
  
• Add a primary contact and site owner
  
• Upload supporting documents (e.g., building drawings, access info)
  
• Review and fill out tabs including History and Assets
  
• Mark the site as active and assign to a technician
  

Post-Session Action Items

To reinforce the session, participants are encouraged to:

• Audit their current customer accounts for missing or underused sites
  
• Organize documents and recommendations per active service site
  
• Create standardized naming conventions and status indicators
  
• Coordinate with operations to align service site setup with dispatch workflows

Note: When scheduling, make sure to include this session code: SVG-03.

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