In this article, we’ll explore two important account structures in FieldPulse: the Parent/Child Relationship and our Multi-Location Feature.

Differences at a Glance

Feature	Parent/Child Relationship	Multi-Location
Primary Purpose	To manage hierarchical billing control (who ultimately pays).	To manage multiple service addresses under one customer.
QuickBooks Sync Impact	Parent and Child sync as distinct customers.	Only the original account / Customer Record syncs. Additional locations are only housed in FieldPulse.
Billing Flexibility	Flexibility to override billing by job.	Billing is always tied to the original customer.
Best for	Property management and flexible billing needs.	Commercial customers with multiple locations.

Parent/Child Relationships

What are they?

The Parent/Child structure is a hierarchical system where one main account oversees several smaller accounts.

Parent: The primary account, like a corporate office or property management company. This is usually the main billing entity.
Child: The individual service location, such as a specific condo unit or property site.

When should I use them?

This structure is ideal when you need corporate oversight and tracking. This relationship also allows for both entities to operate as separate customers in QuickBooks.

Scenario Examples

Property Management: A management company (Parent) oversees multiple apartment complexes (Children).
Condo/Unit Billing: The management company is the Parent, but bills individual homeowners or tenants (Children) directly.
Corporate Contracts: A restaurant chain, like "Cheesecake Factory," where multiple locations are managed under one corporate umbrella.

Key Advantages

Flexible Job-Specific Billing: The system allows you to bill specific service addresses (Child) while having the option to bill the main corporate office (Parent) if needed.

How to Set Them Up

To establish a Parent/Child relationship:

Go to the Parent customer's record (e.g., the management company).
Navigate to the Related Customer tab.
Select Link Customer or Create Customer to establish the Child account.
To set the default billing: Ensure the correct billing address is selected on the Child's profile. Use the Use Separate Billing Address toggle if you want to override the default Parent address.

Multi-Location Feature

What is it?

Multi-Location is a feature that allows you to add multiple service addresses to a single primary customer record.

All service histories are tracked under the original customer account, but these additional addresses do not sync to QuickBooks—they stay within FieldPulse.

When should we use this?

Use this feature when a single customer, often in a commercial setting, has multiple locations. This helps maintain a clean QuickBooks customer list by only syncing the main account name and financial transactions.

Scenario Examples

Commercial Complexes: Track jobs by specific tenant locations without cluttering your QuickBooks records.
Simple Location Tracking: Keep your QuickBooks customer list clean while providing detailed service data for internal use.

Key Advantages

Clean QuickBooks Sync: Maintain one customer record in QuickBooks for all financial transactions, preventing unnecessary data clutter.

How to Set This Up

To set up Multi-Location on a Customer Record:

Go to the original customer's record.
Navigate to the Address section of the Customer Record.
Add additional service addresses by clicking the add Additional Location button.