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How to Add a New Worksite

Follow these steps to add a new worksite to a customer's Spearhead organization.

You can only add a worksite from a customer's profile because all worksites have to be associated with a customer. 

1. From your nav menu, select Customers under Organization. 

customers

2. Select the customer. 

3. From the middle menu, select Worksites. 

4. Click the Add New icon. 

add new worksite

5. Enter the new worksite's details. 

6. Click Create Work Site to add the worksite to the customer. 

To confirm a TBD worksite or edit it

1. From the nav menu, under Workflow click Tickets. 

2. Find the worksite with the TBD worksite. 

3. Hover over the TBD or temporary name and icon. 

TBDworksite-needs to be resolved

4. From there, you'll encounter a popup. 

Screenshot 2025-12-08 161903

5. Click Review and Confirm if you know the worksite wasn't created yet. You'll then go to the Create a Worksite page for that customer. 

6. You can use Search Existing Sites to discover if one has been created already.