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Setting up a Customer with Multiple Service Locations
Setting up a Customer with Multiple Service Locations
Learn how to use related customers to service multiple locations for one company.
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Written by FieldPulse
Updated over a week ago

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 'Link Customer' or 'Create Customer'.

If you choose to create a new 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. 

If you choose to 'Link customer' you will be able to choose a customer to link in the window that pops up. Click on the customer you want to link.

This will add the customer as a related customer to the parent customer you're working in.

If you open that related (child) customer you'll see the 'Parent' customer listed.

In the main customer list, the name of related customers will be displayed as: 'Parent Customer: Related Customer', like this.

That's it! You just set up a company with multiple service locations. If you need any help please email us at or live chat with us using the blue button in the bottom right corner.

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