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What is Account Customer and How to Add a Job using Account Customer
What is Account Customer and How to Add a Job using Account Customer

A quick and easy way to be in a job booking workflow when creating a new Account customer

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Firstly it is important to know that FieldInsight uses 2 types of customer hierarchy:

1. Account customer

2. Site Customer

What is an Account customer?

  • The Account you are going to charge for work completed at several sites.

What is a Site customer?

  • The location where you go to perform the work and the person you charge for the services rendered.

To begin, follow the steps below.

Step 1: Click Accounts > Account Customer

Step 2:  Add Account Customer

Click the + plus sign to Add a new Account customer

Step 3:  Enter the Business Name 

Step 4: Click Save

Please Note: To make the account customer view expand or collapse by default, click to Settings > Misc and select or uncheck the Show account customer summarized option under Account customer. When checked, the account customer view was collapsed. When unchecked, the account customer view is expanded.

After unchecking the Show account customer summarized option,

return to Accounts > Account customers, then select the Account customer you created, and you will be able to enter the Account Customer information.

Step 5: You are returned to the Account Customers page, where the Test account is already linked.

When creating a Job, using the Account customer. Just go to Jobs on the left panel side and select All.

Click the dropdown menu to see the Account Customer's Test only account we did as a sample.

  • Consider an Account customer to be the account you'll use to bill for services given across many sites. Click on the menu to select an existing Account Customer or click to add a new one. When you pick an Account Customer, you will only see associated Projects and Sites when you click their respective drop downs.

  • When you choose a Site, or the Account customer is automatically filled in, and you will only see linked projects when you click the 'Project Dropdown' button.

  • This is a method for grouping site(s) into a Project. You may use the dropdown to select an existing Project or add a new one. When you select a Project, the Account customer is automatically entered, and when you click the 'Select site dropdown' you will only see linked sites.

Account Customer

An account customer can be thought of as the one you'll use to charge for services provided across different sites.

To select an existing Account Customer, click the account customer name or click the + Add Account Customer to add a new one.

When you select an Account Customer, only associated Projects and Sites are visible when clicking their respective drop downs.

Providing Job Information:

The Job information is found under the Account and Site details above. This is where you enter the job information so that the technician has the necessary information.

You can expand and collapse with the arrow to view job fields only.

  • For the Date and Time this refers when the job is expected to be performed.

  • The Unscheduled checkbox tasks will be displayed in the home screen's mini calendar view for better monitoring. This checkbox determines whether or not the job is scheduled.

  • Workflow refers to the process that must be followed in your industry.

  • Select the appropriate job Status. Typically, an unscheduled job begins with a tentative status or something similar.

This is a method of categorizing jobs based on their Job type(s) for easier management and monitoring.

Refers to those Technicians who will do the work. But for an unscheduled job, you may leave this field blank.

Use this field to provide as much information as the technician requires.

Once everything is completed and double-checked, Press the Save and Close.

Need help? Let's touch base. Just shoot us a message anytime. And, don't forget to share your thoughts and suggestions with us. Can't wait to hear your feedback!😊

Email: support

Phone: +61 3 9005 8357

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