Multi-Location & Related Customers

Managing customers with multiple locations, contacts, and parent/child relationships

For some customer records, you may need to add additional contacts and/or additional locations under the same record. To do so, begin by creating a new customer record or editing an existing one.

Multi-Location & Contacts

Adding Additional Contacts

After entering the Primary Contact details, select Additional Contact.

Enter the details for the additional contact and press Save New Contact.

Adding Additional Locations

To add an additional location, enter the Primary Address, then select Additional Location. Enter the details for the additional location and press Save New Location.

Connecting Locations & Contacts

If you’d like to attach a contact to the additional location, search and select the contact in the Related Contacts field.

You can now select which contact should be primarily attached to this address by clicking on the star icon. Remove contacts from this location by selecting the trashcan icon. After making changes, press Save New Location.

Designate Each Customer’s Primary Location

In the web app, simply star the location you wish to set as the customer’s Main Location. This will automatically be populated when creating any Job, Project, Estimate, or Invoice records for that customer.

Import Additional Contacts & Locations

To save time, you can use the import feature to upload additional contacts and additional locations to a customer record.

Additional Contacts

1. Click Import Contacts

   On a customer record, scroll to find the Additional Contacts section then click the Import Contacts button.

   
2. Download the template

   A pop-up message will appear in the app, allowing you to download the necessary template for this import.

   
3. Fill in the template

   You will need to fill in the template, ensuring that you do not alter the structure of the form. (Note: If you do not have Excel to fill the template, you can always utilize Google Sheets. See Self-Importing with Google Sheets to learn how).

4. Upload the completed template

   Once completed, re-upload the template into FieldPulse by clicking the blue Import button.

   

Additional Locations

1. Click Import Locations

   On a customer record, scroll to find the Additional Locations section then click the Import Locations button.

   
2. Download the template

   A pop-up message will appear in the app, allowing you to download the necessary template for this import.

   
3. Fill in the template

   You will need to fill in the template, ensuring that you do not alter the structure of the form.

4. Upload the completed template

   Once completed, re-upload the template into FieldPulse by clicking the blue Import button.

   

On Job Records

If you want to change the location on a job record, click on the Location field and select the applicable address. If you have a contact connected to this address, the Contact field will automatically change as well.

When a job has a specific contact selected, all automatic customer communications will be sent directly to that designated contact.

Video Tutorial

Related Customers

Creating Related Customers

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, then select the 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 Create Customer.

This will allow you to create a new customer that is linked to the parent customer. You can also choose to link an existing customer as a Related Customer using the Link Customer button.

You’ll then select which pre-existing customer you want to link to the Parent record from the pop-up.

You will then see that Child Customer is linked under the Related Customers tab for that Parent Customer.

On the Child customer record, you’ll see the Parent Customer linked underneath the name of this location.

( Note: you can add as many related customers as needed.)

In the main customer list, the name of related customers will be displayed as: “Parent Customer: Related Customer.”

Video Tutorial

Parent/Child vs. Multi-Location

Differences at a Glance

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 account syncs. Additional locations stay in FieldPulse only.
Billing Flexibility	Flexibility to 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.

Parent/Child Relationships

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

• Parent: The primary account, like 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.

When to use: When you need corporate oversight and tracking, or when both entities need to operate as separate customers in QuickBooks.

How to set up:

1. Go to the Parent customer’s record

2. Navigate to the Related Customer tab

3. Select Link Customer or Create Customer to establish the Child account

4. Set the default billing address on the Child’s profile

   

Multi-Location Feature

Multi-Location allows you to add multiple service addresses to a single primary customer record. All service histories are tracked under the original customer account, but these additional addresses do not sync to QuickBooks.

When to use: When a single customer (often commercial) has multiple locations and you want to keep QuickBooks clean.

How to set up:

1. Go to the original customer’s record

2. Navigate to the Address section

3. Click Additional Location to add service addresses

   

Have additional questions?

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