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'. 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. 

Enter the information for that location and click 'Save' when you're done. 

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

Back on the parent customer's record, you'll find the service location you just added under 'Related Customers'. 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:

Did this answer your question?