For subscribed accounts, Admin users can create new sites using existing site plans or GAs on their account using the '+ New Site' button at the end of the site list on the left side menu.
If you need a site added to your account with a new site plan or GA, please email us or send us a message using the chat icon.
When setting up Pinpoint Works, Accounts and Sites are used to differentiate between a project's name and the actual workspace in which users create their tasks.
For example, in the image below, 'Motor Yacht Demo' is the account name and '90m Yacht Work List' is the site name.
The Account name could be a yacht name, company name, or property name.
Site names can be used to differentiate works between multiple teams, stages of works, locations, or even types of work. For example: Engineering, Paint, Spa, Warranty, Punch List, Survey, Refit. It could also be the name of a project that is managed by a company, for example: ABC Construction (account name) - London Manor House (site name).
If you only have one project, you may choose to name the site something simple such as: Work List or Outstanding Tasks.
Site Folders
Admin users can create folders within accounts to keep sites organized. For example, you can create a 'Tender' folder if you have more than one tender onboard and move the individual tender sites into the Tender folder.
To create folders:
Click the cog icon next to the Account name and select 'Create new folder'.
Add a name for the folder, then press Enter on the keyboard or click outside of the folder.
Drag and drop sites into and out of the folder - the sites will be automatically alphabetized.
To delete the folder, click on the cog icon next to the folder name to rename or delete the folder.
If a folder is deleted and has sites in it, the sites will be automatically placed into the main Account and alphabetized.
Create Sites
Once a subscription has been confirmed, Admin users can create new sites with exiting site plans on the account by clicking the 'New Site' button at the bottom of the site list in the folder panel. If you have a new site plan to be uploaded, please contact your Pinpoint Works representative or email us directly.
Have questions about the best way to setup your account and sites or need a new site for your account? Contact your Pinpoint Works representative or email us directly.
Deleting Sites
Unused sites or sites created in error can be deleted by Admin users. All points must be deleted or moved from the site before the site can be deleted. This includes completed and cancelled points which must be filtered to be seen.
If there are other users on the site, they will be deleted and sent an email notifying them that the site has been deleted.
Once these steps are taken, select ‘Delete site’ from the Site Settings icon to delete the site. Once a site is deleted, this action cannot be undone.
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Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.