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Site Settings

Eptura Knowledge Center

Site Settings

Sites is the top level of organizing your Assets in the application. Sites allow you to group together assets, people and work orders that belong to a specific entity, in order to streamline which information is seen, and by whom.

Each Site can have multiple groups below it.

  • SITE 1
    • Group
    • Group
  • SITE 2
    • Group
    • Group

When managing teams in separate departments or buildings, it is important to differentiate what work belongs to them in a simple manner to avoid confusion and clutter. Sites can help you achieve this.

How to Create a Site


  2. Typically there is only a single Region. If more than one Region is showing, select the Region receiving the new Site

  3. Click the + button underneath Sites


  4. Enter the required information

    • Site Name:  Name of your Site
    • Time Zone: Select the most appropriate global time zone
    • Distance Unit: Determine how distance is measured at that location
      • Metric (Kilometers)
      • Imperial (Miles)
    • Use Another Site’s Budget: Allows you to select another site that will be responsible for the maintenance expenses (not common)
    • Reply To Email: Contact for this Site
  5. Click   Save  

Details of your new Site will now be displayed.


Site Details:


  • Upload Image: If this division of your organization has its own logo it can be uploaded here
  • Default Sales Tax: By default, uses the default sales tax established in your Company settings (SETTINGS > ADMINISTRATION > COMPANY)
  • Primary Warehouse: Select the default warehouse for this site’s Inventory (see Warehouses below)
  • Work Week – Days In Operation: Select which days of the week calendar-based PMs come due
  • Default Revenue Budget: By default, uses the default sales tax established in your Company settings (SETTINGS > ADMINISTRATION > COMPANY)
  • Custom Printable Work Order/Purchase Order/Inspection/Invoice: Overrides the default report and uses a custom report you can build in BI     


Payable Address:
  1. Click in the Description box to add an address
  2. Select [+] Manage addresses
  3.  Click edit (pencil icon) beside the Site Name OR select   New Address   to create a new entry
  4. Fill in required information (displayed in red)


  5. Click   Save       


  • Default warehouse will be displayed. Edit the existing warehouse name or create a new warehouse

    1. Click + to create a new Warehouse
    2. Enter Warehouse Name
    3. Purchasing Budget: Default budget for purchasing Inventory
    4. Replenishment Source: Determined if you restock these shelves through Inventory Transfers from Another Warehouse or order as needed through Purchase Orders
    5. Warehouse Manager: Select the primary contact for this Warehouse
    6. Delivery Address: determine if same or different from Billing Address
    7. Click   Save  


Use this feature to
  • Quickly segment your assets
  • Streamline work orders to specific groups so that only relevant information is seen by your teams
  • Ensure users only have access to the assets and work orders they need to see



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