Maintain a commercial site profile
A commercial site profile is a structured record of facility, service-window, access, cleaning, safety, and contact information.
By TidyOps
Organize site information safely
A commercial site profile organizes facility characteristics, operating and service windows, access procedures, cleaning infrastructure, safety requirements, and contact roles. It is scoped to the commercial account and site permissions.
- 1Open the commercial account and choose the site profile.
- 2Review facility, access, cleaning-infrastructure, risk, and contact sections.
- 3Add or update supported structured fields and save the profile.
- 4Review the profile with the assigned team before service when site instructions change.
- 5Keep sensitive credentials out of ordinary notes and use protected credential handling where provided.
What should I update when site instructions change?
Update the supported site-profile fields and confirm the correct account and site before saving.
For example, a changed service entrance belongs in the site’s service-relevant access procedure. Review the address, operating window, and escalation contact so crews can distinguish an access change from a schedule change. Check the summary after saving rather than assuming a note changed the booked visit.
What are the limits of this workflow?
A site profile does not grant account-wide access. Sensitive credentials are not public notes, QR-label text, or instructions to send to every contact.