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2.1 Add a new location to your Office

Written by Support

Goal

Spin up a new Field Location, e.g. a new truck or crew.

Who

Field Manager (for Offices you manage) or Org Admin.

Steps

  1. From the Field home page, click Add Location.

  2. Pick your Office, name the location, optionally apply a template, and add the Techs' emails under Assign to.

  3. Land on the new location's detail page.

  4. Check the summary header: Assigned lists everyone on the location, and the row below shows the Office, tags, and delivery address. Use the pencil next to any of them to change it.

  5. From the Parts or Tools tab, review and add bins.

  6. To add more people later, click Invite in the Assigned section.

Notes

  • If someone you assign already has a Sibi account in your org, they're added immediately, with no invite email to accept. New people get an email invitation.

  • A pending invitation shows in the Assigned section with a resend option. Resending keeps the original link valid, so an email they already received still works.

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