Yes, FieldPulse allows you to specify whether the customer profile is an individual or a company, changing how the customer profile is displayed throughout the app. Both profile types still allow you to designate a primary point of contact and a secondary point of contact.

To choose between setting up a customer as 'Company' or an 'Individual', go to the the 'Create Customer' or 'Update Customer' page, then under 'Account Type' choose the 'Individual' or 'Company' button:

That's it! You just set your customer's account type to either a company or an individual. 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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