Table of Contents
Understanding Customer Types #
FieldAx supports various customer types, each with specific requirements and service approaches.
Customer Categories #
Residential Customers
- Single-family homes
- Apartments/condos
- Landlords with multiple properties
- Property management companies
Commercial Customers
- Office buildings
- Retail stores
- Restaurants
- Hotels and hospitality
- Healthcare facilities
Industrial Customers
- Manufacturing plants
- Warehouses
- Distribution centers
- Processing facilities
Government/Institutional
- Schools and universities
- Government buildings
- Non-profit organizations
- Religious facilities
Creating Customer Accounts #
Step 1: Access Customer Management #
- Open FieldAx app
- Navigate to Accounts tab
- Click New button
Step 2: Basic Customer Information #
Enter essential customer details:
Account Information
- Account Name: ABC Manufacturing Corp (required)
- Account Number: AUTO-001234 (auto-generated)
- Customer Type: Commercial
- Industry: Manufacturing
- Status: Active
Business Details
- Federal Tax ID: 12-3456789
- Annual Revenue: $5-10 Million
- Number of Employees: 50-200
- Year Established: 1995
- Business Hours: Mon-Fri 7:00 AM – 5:00 PM
Step 3: Primary Contact Information #
Add main point of contact:
Contact Details
- Primary Contact: John Smith
- Title: Facility Manager
- Phone: (555) 123-4567
- Mobile: (555) 987-6543
- Email: jsmith@abcmfg.com
- Preferred Contact Method: Email
Communication Preferences
- Best Time to Call: Morning (8-10 AM)
- Language: English
- Appointment Reminders: SMS and Email
- Service Reports: Email only
- Marketing Communications: Opted in
Step 4: Service Location Details #
Configure primary service address:
Location Information
- Service Address Same as Billing: No
- Street Address: 1234 Industrial Parkway
- Suite/Unit: Building A
- City: Chicago
- State: IL
- ZIP Code: 60601
- Country: United States
Location Details
- Location Type: Manufacturing Facility
- Square Footage: 50,000
- Number of Buildings: 3
- Parking: Ample visitor parking
- Access Instructions: Check in at main gate, Building A reception
Step 5: Additional Locations #
For multi-location customers:
Adding Secondary Locations
- In Service Locations related list
- Click New Location
- Enter details:
- Location Name: ABC Warehouse North
- Address: 5678 Distribution Drive
- Primary Contact: Jane Doe
- Hours: 24/7 operation
- Special Instructions: Use loading dock entrance
Step 6: Billing Information #
Set up payment details:
Billing Configuration
- Billing Address: 1234 Corporate Plaza (if different)
- Payment Terms: Net 30
- Credit Limit: $25,000
- Tax Exempt: No
- Tax ID: If exempt
- PO Required: Yes
Step 8: Customer Classification #
Set customer priority and value:
Customer Scoring
- Customer Tier: Gold (Platinum/Gold/Silver/Bronze)
- Annual Service Value: $50,000+
- Customer Since: 2010
- Payment History: Excellent
Growth Potential: High
