Yes, you can manage customers in tiers to manage relationships between customers.

If you have one customer with multiple locations that you service, you can set the customer up as a 'Parent Customer' and set up their various locations as 'Related Customers' or 'Child Customers'. This allows you to keep all of the locations organized under one central customer while still setting up individual jobs for each location. 

To do this, go to your 'Customers' list on the left hand menu and click on the main company that you want to set up multiple locations for.

On the customer record for the 'Parent Customer' click on 'Related Customers' in the header. 

On the 'Related Customers' page, click on 'Create Customer'. 

This will allow you to create a new customer that is linked to the parent customer, as you can see in the circled area, this customer is related to the main company or parent customer. 

You can also choose to link an already existing customer as a 'Child or Related Customer' using the grey 'Link Customer' button.

You'll then select which pre-existing customer you want to link to the 'Parent' record from the pop-up.

You will then see that 'Child' customer appear as linked under the 'Related Customers' tab for that 'Parent Customer'.

On the 'Child' customer record, you'll see the 'Parent Customer' linked underneath the name of this location. 

You can add as many more related customers as you need, for each of their service locations. 

In the main customer list, the name of related customers will be displayed as: "Parent Customer: Related Customer" 

That's it! You just set up a company with multiple service locations. If you need help setting up related customers, email us: support@fieldpulse.com

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