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      Create a Job Site in GateWay

      Describes how to create a new job site in the customer access portal.

      Type

      How to

      Audience

      GateWay Company Administrator

      Products

      GateWay’s customer access portal

       

      Context

      Create a job site in the customer access portal when your company takes on a new job and you expect that you need a least a single delivery of equipment directly to that site. Adding a job site enables you to rent or buy equipment from the rental company and have it delivered directly to the job site you specify. 

      Before You Begin

      Required: Internet connection; valid GateWay account; valid login credentials and access permissions

       

      Steps

      To create a job site, do the following:

      1. In the customer access portal header bar, use the user menu to select Manage Job Sites

        The Manage Job Sites page opens in the main area
      2. Click +Create Job Site
        The Create Job Site popup opens
      3. Type the name of the site in the Site Name field
      4. Type the address of the site in the Address 1 field
      5. Type the city of the site in the City field
      6. Type the State or Province of the site in the Province/State field
      7. Type the zip or postal code of the site in the Postal/Zip Code field
      8. Optional: Type any appropriate information about the site in the Contact Name, Address 2, or Phone fields
      9. Under Status, do one of the following:
        1. Click Open if the site is currently in use, or is about to be in use
        2. Click Closed if the site is no longer in use
      10. Click +Create Job Site
        The job site is created and is added to the list of job sites 

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