Accounts versus Sites
When setting up Pinpoint Works, Accounts and Sites differentiate between a project's name and the workspace where users create their tasks.
For example, in the image below, 'MY High Tide' is the account name and 'Engineering' is the site name. The Account name could be a yacht, company, or property name.
Admin users can create new sites using existing site plans or GAs on their account using the '+ New Site' button in the left side bar.
If you need a site added to your account with a new site plan or GA, please email us or use the chat icon to send us a message.
Site names can differentiate work between multiple teams, stages of work, locations, or even types of work. Below you can find some examples:
Deck, Interior, Engineering
Tenders, Jetskis
Refit 2026, Refit Germany 2025, Survey 2027
New Build - Construction log, 360 Photos, Drawings, Inspections, Equipment Location
Warranty 2024, Defects
Guest Set Up, Guest damages, Charter damages, Deep Storage
A site name could also be the name of a project managed by a company, such as ABC Construction (account name) or London Manor House (site name).
If you only have one project, you may 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 alphabetised.
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 contains sites, the sites will be automatically placed into the main Account and alphabetized.
Pin Favourite Sites 🌟
Frequently accessed Sites can be added to a Favourites folder pinned at the top of the navigation. Clicking the star icon next to a Site to will either add or remove it from Favourites.
Create Sites
Once a subscription has been confirmed, Admin users can create new sites with existing site plans on the account by clicking the 'New Site' button in the side panel, or directly from the folder. 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 set up your account and sites, or you need a new site for your account? Get in touch with us via in-app chat or email us directly.
Deleting Sites
Account Admins and Admin users can delete unused sites or sites created in error.
You can do that by accessing the Site Settings and clicking 'Delete Site'.
If you delete a site, all of the points within the site will be deleted. The site will be removed from the side bar and the users will be notified via email about the site deletion.
Please remember, once a site is deleted, this action cannot be undone.
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.