Guide · 367 answers

How YourCA works, step by step.

How do I add a service customer?

  1. Open the Directory from the side nav while on the Service side. Customers is the first section.
  2. Press Add a customer. A builder already in your clients can be picked by name.
  3. Open a customer to see their sites. Add a site holds its address, access, keys, site contact and hazards.
  4. Add a request on the customer, or on one of their sites, opens the add sheet with both already filled.
  5. Do not book asks for your reason. Allow booking takes it off.
Worth knowing

Do not book never deletes the customer or their requests. Every request from them shows the reason in amber.