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Create Customers, Contacts and Locations

Overview

FieldAware helps you keep all of your relevant customer information in a central, reliable place to respond quickly and easily to customer requests.

Customer details are divided into the following three areas:

  • Customer – Business or customer name and details such as phone, email, website, and so on.
  • Location – Contains the specifics of a billing address or service location address. A customer can have one or many locations, but only one billing address.
  • Contact – Contact name and details such a phone, emails and notes. A customer can have one or many contacts for one or many locations.

Select this link for additional detail on creating customers, contacts and locations