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Who uses this: Creating a related customer creates a customer record — Create & edit Customers is Yes for Admins, configurable for Team Managers, and No for Service Agents and Limited Agents. Availability: All regions.
When one customer has multiple locations that you service, you set that company up as a Parent Customer and set its locations up as Related Customers. Every location stays organized under one central customer, and you still set up individual jobs for each location.

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Overview

Related customers are separate customer records linked to one parent customer record — a linked location is also called a Child Customer. You open the parent customer’s Related Customers tab and either create a new customer there or link a customer that already exists. Use related customers when a single company has several locations you service separately — for example, a property management company with buildings at different addresses. Related customers are not the same as a multi-location customer. Related customers are separate customer records linked under a parent, and each one still gets its own jobs. A multi-location customer is one customer record with additional locations added to it. To keep several addresses on a single record instead, see How to Manage Multi-Location & Multi-Contact Customers.

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Video walkthrough

Watch the related customers walkthrough to see the process in FieldPulse. The written steps below cover the same ground.

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Before you begin

  • Create the company you want to use as the parent, if it isn’t in FieldPulse yet. See How to Create a Customer.
  • Decide whether each location is a brand-new customer record or a customer record you already have. The Link Customer option only lists customers that already exist in your account.

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On web

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Open the parent customer’s record

  1. Select Customers in the left menu.
  2. Select the company you want to set up as the parent customer.
The Customers list in FieldPulse with Customers highlighted in the left menu, the All tab selected, and an arrow pointing to the company being opened as the parent customer
  1. On the parent customer’s record, select Related Customers in the header. The Customers sub-tab lists the locations linked to this parent, alongside sub-tabs for Projects, Jobs, Estimates & Invoices, and Files.
  2. Select Create Customer to create a new customer that is linked to this parent customer.
The Related Customers tab on a customer record with the Customers sub-tab open, no linked customers yet, and an arrow pointing to the green Create Customer button
  1. On the parent customer’s Related Customers tab, select the Link Customer icon — the chain icon to the right of Expand Fields. The Related Customers tab with an arrow pointing to the chain-shaped Link Customer icon beside the Expand Fields button
  2. In the Link Customer pop-up, search for and select the existing customer you want to link to the parent. The Link Customer pop-up with a search box above a list of existing customers and an arrow pointing to the customer being selected
The customer you selected then appears on the parent’s Related Customers tab, listed as Parent Customer: Related Customer. The parent record's Related Customers tab now listing one linked customer, named in Parent Customer: Related Customer form, with its email and phone number You can add as many related customers as needed. Once a location is linked, both records show the relationship. On the related (child) customer’s record, the Parent field in the Workflow section names the parent customer, with an Open link that takes you to the parent record. A related customer's record showing the Workflow section with the Parent field naming the parent customer and an Open link next to it In the main customer list, the name of a related customer is displayed as Parent Customer: Related Customer. The main Customers list showing the parent customer on one row and the related customer on the next, named in Parent Customer: Related Customer form Each related location keeps its own job records, so you can track work per location while keeping everything under one parent customer.

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FAQs

Related customers are separate customer records linked under a parent customer, so each location keeps its own jobs and appears in the customer list as “Parent Customer: Related Customer.” A multi-location customer is one record that holds several service addresses and contacts, with a starred Main Location that fills in on new Job, Project, Estimate, and Invoice records. See How to Create Related Customers and How to Manage Multi-Location & Multi-Contact Customers.

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Still need help?

Contact the FieldPulse support team at support@fieldpulse.com or use the chat feature in the bottom-right corner of your screen. Your setup is working when the parent customer’s Related Customers tab lists every location, each related customer record names the parent in its Parent field, and the customer list shows those locations as Parent Customer: Related Customer.