Add or Copy / Duplicate a Jobsite in Rapid ERP

How to Add or Copy a Jobsite

Jobsites can be added or managed in multiple ways within the system. This article explains how to add a new jobsite and copy an existing jobsite.

Adding a New Jobsite

You can add a jobsite using either of the methods below.

Method 1: Add a Jobsite from Sales / Customer

1. Go to Sales / Customer.
2. Right‑click on the customer you want to add a jobsite for.
3. Select Add New Jobsite.

1. Enter the jobsite details in the new window.
2. Click Save and Close.

Method 2: Add a Jobsite from Jobs / Dispatch

1. Go to Jobs / Dispatch and start adding a new Job.
2. Select the customer.
3. Next to the Jobsite field, click the “+” (plus) icon.
   • Enter the jobsite details and Save and Close.
4. Click Save and Close.

Alternatively:

• Click directly on the Jobsite field to open the Jobsite List window.
• Add a new jobsite by:
  • Clicking + Add New, or
  • Right‑clicking anywhere in the grid and selecting Add New Jobsite.

 

Copying (Duplicating) an Existing Jobsite

If you need to create a new jobsite based on an existing one, you can copy it.

1. Go to Jobs / Dispatch and start adding a new job.
2. Select the customer.
3. Click on the Jobsite field to open the Jobsite List window.
4. Highlight the jobsite you want to copy.
5. Click Copy Jobsite.

• Click Save and Close.