> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Account Structures Overview

> Compare parent/child and multi-location customer structures in FieldPulse to control billing hierarchy or track one customer's many service addresses.

> **Who uses this:** Anyone who creates or edits customer records in FieldPulse. **Availability:** All regions.

FieldPulse has two account structures for a [customer](https://www.fieldpulse.com/features/customer-management) that is bigger than one name at one address: a **parent/child relationship** for hierarchical billing control, and **multi-location** for one customer with several service addresses. Choose parent/child when you need to control who ultimately pays. Choose multi-location when one customer has many service addresses but one bill.

## Overview

Customer account structures are two ways to organize a customer that is really an umbrella — a property manager who pays for ten units, or a restaurant chain that runs jobs at fifteen locations under one contract. Log every unit as a standalone customer and the billing loses its hierarchy; put everything under one address and you lose the job history per site. The parent/child relationship and multi-location each solve one version of that problem.

| **Feature**                | **Parent/child relationship**                              | **Multi-location**                                                                           |
| -------------------------- | ---------------------------------------------------------- | -------------------------------------------------------------------------------------------- |
| **Primary purpose**        | Manage hierarchical billing control (who ultimately pays). | Manage multiple service addresses under one customer.                                        |
| **QuickBooks sync impact** | Parent and child sync as distinct customers.               | Only the original customer record syncs. Additional locations are housed only in FieldPulse. |
| **Billing flexibility**    | 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.                                                |

Both structures organize your *customers*. Neither one is a franchise structure, where a franchisor oversees independent franchisee accounts — see [Franchise Overview](/settings/account-structures/franchise-overview) — and neither one is a master account, where one operator switches between their own separate businesses — see [Master Account Overview](/settings/account-structures/master-account).

## How it works

Both structures are built on the customer record, and the difference shows up in your accounting. A parent and a child sync to QuickBooks as two distinct customers; additional locations added to one customer record stay in FieldPulse.

### Parent/child relationships

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

* **Parent** — the primary account, such as 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.

Use a parent/child relationship when you need corporate oversight and tracking, and when both entities should operate as separate customers in QuickBooks. Common setups:

* **Property management** — a management company (parent) oversees several apartment complexes (children).

* **Condo or unit billing** — the management company is the parent, and it bills individual homeowners or tenants (children) directly.

* **Corporate contracts** — a restaurant chain where multiple locations are managed under one corporate umbrella.

The key advantage is flexible job-specific billing: you can bill the service address (child) while keeping the option to bill the main corporate office (parent) when needed.

To establish a parent/child relationship:

1. Open the parent customer's record — for example, the management company.

2. Go to the **Related Customers** tab.

3. Select **Link Customer** — the chain icon — to connect a customer that already exists, or select **Create Customer** to add a new child account.

4. Set the default billing by confirming the correct billing address on the child's profile. Turn on the **Use Separate Billing Address** toggle to override the default parent address.

<img src="https://mintcdn.com/fieldpulse/Gqs0Xf5pYiOu91Qj/static/images/_api/13404051-customer-account-structures-parent-child-vs-multi-location/01.png?fit=max&auto=format&n=Gqs0Xf5pYiOu91Qj&q=85&s=684ec906760be62298211bb83b5e84fb" alt="The Related Customers tab open on a customer record, with the chain-shaped Link Customer icon and the green Create Customer button highlighted" width="2564" height="498" data-path="static/images/_api/13404051-customer-account-structures-parent-child-vs-multi-location/01.png" />

<Note>
  To bill a child's estimates and invoices directly to the parent account — including charging the parent's card on file — see [Bill to Parent](/estimates-invoices/creating/bill-to-parent) for the full billing workflow.
</Note>

For the full walkthrough of linking one customer record to another, see [How to Create Related Customers](/customers/managing-customers/creating-related-customers).

### Multi-location

Multi-location is a feature that lets you add multiple service addresses to a single primary customer record. All service history is tracked under the original customer account, and these additional addresses **do not** sync to QuickBooks — they stay within FieldPulse.

Use multi-location when a single customer, often in a commercial setting, has multiple locations. Common setups:

* **Commercial complexes** — track jobs by specific tenant locations without cluttering your QuickBooks records.

* **Simple location tracking** — keep your QuickBooks customer list clean while holding detailed service data in FieldPulse for internal use.

The key advantage is a clean QuickBooks sync: one customer record in QuickBooks carries all financial transactions, which prevents unnecessary data clutter.

To set up multi-location on a customer record:

1. Open the original customer's record.

2. Go to the **Address** section of the customer record.

3. Select **Additional Location** to add each service address.

<img src="https://mintcdn.com/fieldpulse/Gqs0Xf5pYiOu91Qj/static/images/_api/13404051-customer-account-structures-parent-child-vs-multi-location/02.png?fit=max&auto=format&n=Gqs0Xf5pYiOu91Qj&q=85&s=76452e22de75d5ae2260804ace5e83e8" alt="The Address section of a customer record, with the Use Separate Billing Address toggle above the address fields and an arrow pointing to the Additional Location button" width="2558" height="1458" data-path="static/images/_api/13404051-customer-account-structures-parent-child-vs-multi-location/02.png" />

To add contacts alongside those service addresses, see [How to Manage Multi-Location & Multi-Contact Customers](/customers/managing-customers/multi-location-multi-contact).

## Still need help?

Contact the FieldPulse support team at [support@fieldpulse.com](mailto:support@fieldpulse.com) or use the chat feature in the bottom-right corner of your screen.

## Related articles

* [How to Create Related Customers](/customers/managing-customers/creating-related-customers)

* [How to Manage Multi-Location & Multi-Contact Customers](/customers/managing-customers/multi-location-multi-contact)

* [Franchise Overview](/settings/account-structures/franchise-overview)

* [Master Account Overview](/settings/account-structures/master-account)


## Related topics

- [Account Structures & Franchises](/settings/account-structures/index.md)
- [Master Account Overview](/settings/account-structures/master-account.md)
- [Franchise Overview](/settings/account-structures/franchise-overview.md)
- [Franchise Royalty Reporting Overview](/settings/account-structures/franchise-royalty-reporting.md)
