> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Customers

> 9 FieldPulse help articles on Managing Customers, including Setting Up Customer Custom Fields and Setting Up Customer Statuses.

<CardGroup cols={2}>
  <Card title="Setting Up Customer Custom Fields" href="/customers/managing-customers/custom-fields">
    Add custom fields to FieldPulse customer records to capture details like serial number or filter size, and control which roles can see each field.
  </Card>

  <Card title="Setting Up Customer Statuses" href="/customers/managing-customers/statuses">
    Set and change the status on a FieldPulse customer record to track where each customer stands in your sales process, and filter customers by status.
  </Card>

  <Card title="Setting Up Price Tiers" href="/customers/managing-customers/price-tiers">
    Enable price tiers in FieldPulse and assign each customer a tier that applies a markup or discount to their estimates, invoices, and flat-rate jobs.
  </Card>

  <Card title="How to Create a Customer" href="/customers/managing-customers/creating-a-customer">
    Add a customer record in FieldPulse from the web app or mobile so you can attach jobs, estimates, and invoices, and track where the account stands.
  </Card>

  <Card title="How to Create Related Customers" href="/customers/managing-customers/creating-related-customers">
    Link one company's separate service locations under a parent customer in FieldPulse so each location keeps its own jobs while staying under one account.
  </Card>

  <Card title="How to Merge Duplicate Customers" href="/customers/managing-customers/merging-duplicates">
    Combine two duplicate customer records in FieldPulse into one, choosing which details to keep, while their jobs, invoices, and history are preserved.
  </Card>

  <Card title="How to Manage Multi-Location & Multi-Contact Customers" href="/customers/managing-customers/multi-location-multi-contact">
    Add additional contacts and service addresses to one FieldPulse customer record, star the main location, and link each contact to the address it serves.
  </Card>

  <Card title="How to Tag and Sort Customers" href="/customers/managing-customers/tagging-sorting">
    Create and apply custom customer tags in FieldPulse, view customers by tag, and manage your tag list to filter and report on customer segments.
  </Card>

  <Card title="Customer Record Field Details" href="/customers/managing-customers/record-fields">
    Look up every field on a FieldPulse customer record — status, account type, contacts, service addresses, tags, price tier, notes, and custom fields.
  </Card>
</CardGroup>