We recommend adding all of your Customers, Accounts and Suppliers in FieldInsight as soon as possible so you and your team can start working on jobs right away. Adding Customers is the most important step, adding Accounts and Suppliers is optional. We can also import all your customer for you as part of the onboarding.
Let's get started! First we'll cover adding customers.
Open the 'Accounts' tab in FieldInsight
Select 'Accounts' at the top of your account screen and select the type of customer that you want to add. The account customer is a parent customer, such as a realestate agent or a construction company, and the customer is the job site, such as the tenant or the building site. You can invoice either the account or site customer. All jobs must have a site customer, but the account customer is not mandatory.
Add a site customer
1. Select 'customer' in the accounts dropdown
Click 'add customer' to add a new site customer
2. Enter Customer Details
If required add an account customer for your new site customer. You can leave this blank if you don't have an account customer for this site. Fill in the details for your new site customer. Click on the search magnifying glass to show the address on the map, this resolved the address on the map for your technicians in the field. Click save customer to save the customer.
TIP:You can also add accounts and sites to FieldInsight by clicking the '+' button beside on jobs and projects.
Adding an account customer that can be used for multiple site customers (Optional)
If you have multiple customers under one account, such as real estate brokerages or chain restaurants, you can add an 'Account' in FieldInsight and include each business you work with as 'Customers' under that Account.
1. Select 'Account customer' in the accounts dropdown or click on the account customer tab
Click on 'Add new account customer' to add a new customer
2. Enter the Account Details
Enter the Account Customer details and click the save button
This account customer can now be linked to your site customers, just select the account customer in the dropdown when you edit or add a new site customer.
The process for adding Suppliers is very similar to customers. Just head over to the 'Suppliers' tab in the 'Accounts' section.
1. Select 'suppliers' in the accounts dropdown or click on the suppliers tab
Click on 'add supplier' to add a new supplier
2. Enter Supplier Details and Click 'Add Supplier'
Now that you've added customers and maybe some accounts and suppliers, you can Add Technicians and Schedulers to your account. These are the people who work at your company who would complete jobs for Customers and Accounts.
If you've already added Team Members, it's time to create Jobs. Click here to get started: Adding Jobs Part One: Create and Customise!