- Texada Knowledge Base
- Rental: GateWay
- Customer Access Portal
-
Top Searched Articles
-
Release Notes
-
Support & Troubleshooting
-
Onboarding Programs
-
SRM Training Videos
-
Sales: Equipment CRM
-
Service: ServiceLink
-
Rental: SRM
-
Handle CRM
-
Rental: Analytics
-
Rental: GateWay
- Getting Started
- New Administration Panel
- Administration Panel
- Administration Panel - CMS
- Administration Panel - Products, Categories, and Attributes
- Administration Panel - Users
- Administration Panel - Requests
- Customer Access Portal
- Customer Access Portal - Rentals
- Customer Access Portal - Invoices
- eCommerce Websites
- eCommerce Websites - Ordering
- Integrations
-
Rental: Texada Mobile
-
Rental: Texada Pay
-
Rental: Texada Web
-
Rental: WorkFlow
-
Sales: Customer Order to Invoice
-
Sales: iMACS
-
Sales: iQuote
-
Service: Condition Monitoring Portal
-
Service: Equipment Monitoring Toolkit
-
Service: Parts & Service Quoter
-
Service: Service Agreement Quoter
-
Sales & Service: CloudLink
-
Sales & Service: Tools
Edit a Job Site in GateWay
Describes how to view and edit the details of a job site in the customer access portal.
Type
How to
Audience
GateWay Company Administrator
Products
GateWay’s customer access portal
Context
Edit a job site when you need to update the details of the site. For example, if the work at a site is completed and the site is closed, you can update the status of the job site from open to closed.
Before You Begin
Required: Internet connection; valid GateWay account; valid login credentials and access permissions; existing job site
Steps
To edit a job site, do the following:
- 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 - Click the job site you need to update
The Edit Job Site popup opens - Make any needed updates then click Save
The updates are saved