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SAITE / Docs

Getting Started

This guide walks you through the basics of setting up Saite for your compressed air service company.

Accessing Saite

Your company has a dedicated subdomain: yourcompany.saiteos.com. Bookmark this URL—it's your home base.

Logging In

You can log in with either your email address or username, depending on how your admin set up your account. Both work interchangeably.

If your company has enabled Google Sign-In, you can also log in with your Google account.

Tip: Usernames are handy for technicians who prefer shorter logins on mobile devices.

Understanding Roles

Saite has three user roles, each with different permissions:

Role What They Can Do
Admin Everything—manage users, billing, company settings, and all service operations
Service Manager Oversee technicians, approve work, manage customers and assets
Technician View customers and assets, log service work, record hour readings

Your role determines what you see in the navigation and what actions are available.

Your First Steps

1. Add Your Customers

Start by adding your customer base. For each customer, you'll capture:

  • Company name and contact info
  • Service address (where you send technicians)
  • Business hours (optional—overrides your defaults)
  • Internal notes (visible only to your team)

See Customers for details.

2. Add Their Equipment

For each customer, add their assets—compressors, dryers, filters, tanks, and other equipment. Saite shows different fields based on the asset type:

  • Compressors — Horsepower, serial number
  • Dryers — Refrigerant type
  • Tanks — Gallon capacity, PSI rating
  • Filters — Housing type

See Assets for details.

3. Track Components

Inside each asset, track the consumable parts:

  • Oil filters
  • Air filters
  • Belts and drives
  • Separators
  • Oil

Saite tracks when each was last replaced and calculates when they're due based on service intervals.

See Components for details.

4. Set Up Service Agreements

For customers with PM contracts, create Service Agreements that define:

  • How often to service (monthly, quarterly, annually, or custom intervals)
  • Service window flexibility
  • Which assets are covered

Saite automatically tracks when each agreement is due.

See Service Agreements for details.

The Dashboard

When you log in, the Dashboard shows a priority timeline of all active work:

  • Service Requests — Open customer calls with due dates
  • PM Agreements — Scheduled maintenance coming due

Each item is color-coded:

  • Red — Overdue
  • Amber — Needs attention (approaching due date)
  • Green — On track
  • Gray — Upcoming (not yet in service window)

Use the slider to adjust the view range from 7 to 30 days.

Day-to-Day Workflow

Once set up, your typical workflow looks like:

  1. Check the Dashboard — See what's overdue, due soon, and coming up
  2. Service Request comes in — Customer calls, you log it as a Service Request (a Service is created automatically)
  3. Schedule the work — Use the Schedule page to drag services to dates and assign technicians
  4. Record Work — Technician records hour readings and components serviced
  5. Close the Service — Mark work complete, add customer-facing summary

Getting Help

If you need assistance or have questions, reach out to your administrator or contact Saite support.