{"id":1273,"date":"2025-07-10T14:18:35","date_gmt":"2025-07-10T14:18:35","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&p=1273"},"modified":"2025-07-10T14:18:36","modified_gmt":"2025-07-10T14:18:36","password":"","slug":"create-customer","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=create-customer","title":{"rendered":"Create Customer"},"content":{"rendered":"\n

Understanding Customer Types<\/strong><\/h2>\n\n\n\n

FieldAx supports various customer types, each with specific requirements and service approaches.<\/p>\n\n\n\n

Customer Categories<\/strong><\/h3>\n\n\n\n

Residential Customers<\/strong><\/p>\n\n\n\n

  • Single-family homes<\/li>
  • Apartments\/condos<\/li>
  • Landlords with multiple properties<\/li>
  • Property management companies<\/li><\/ul>\n\n\n\n

    Commercial Customers<\/strong><\/p>\n\n\n\n

    • Office buildings<\/li>
    • Retail stores<\/li>
    • Restaurants<\/li>
    • Hotels and hospitality<\/li>
    • Healthcare facilities<\/li><\/ul>\n\n\n\n

      Industrial Customers<\/strong><\/p>\n\n\n\n

      • Manufacturing plants<\/li>
      • Warehouses<\/li>
      • Distribution centers<\/li>
      • Processing facilities<\/li><\/ul>\n\n\n\n

        Government\/Institutional<\/strong><\/p>\n\n\n\n

        • Schools and universities<\/li>
        • Government buildings<\/li>
        • Non-profit organizations<\/li>
        • Religious facilities<\/li><\/ul>\n\n\n\n

          Creating Customer Accounts<\/strong><\/h2>\n\n\n\n

          Step 1: Access Customer Management<\/strong><\/h3>\n\n\n\n
          1. Open FieldAx<\/strong> app<\/li>
          2. Navigate to Accounts <\/strong>tab<\/li>
          3. Click New<\/strong> button<\/li><\/ol>\n\n\n\n

            Step 2: Basic Customer Information<\/strong><\/h3>\n\n\n\n

            Enter essential customer details:<\/p>\n\n\n\n

            Account Information<\/strong><\/p>\n\n\n\n

            • Account Name<\/strong>: ABC Manufacturing Corp (required)<\/li>
            • Account Number<\/strong>: AUTO-001234 (auto-generated)<\/li>
            • Customer Type<\/strong>: Commercial<\/li>
            • Industry<\/strong>: Manufacturing<\/li>
            • Status<\/strong>: Active<\/li><\/ul>\n\n\n\n

              Business Details<\/strong><\/p>\n\n\n\n

              • Federal Tax ID<\/strong>: 12-3456789<\/li>
              • Annual Revenue<\/strong>: $5-10 Million<\/li>
              • Number of Employees<\/strong>: 50-200<\/li>
              • Year Established<\/strong>: 1995<\/li>
              • Business Hours<\/strong>: Mon-Fri 7:00 AM – 5:00 PM<\/li><\/ul>\n\n\n\n

                Step 3: Primary Contact Information<\/strong><\/h3>\n\n\n\n

                Add main point of contact:<\/p>\n\n\n\n

                Contact Details<\/strong><\/p>\n\n\n\n

                • Primary Contact<\/strong>: John Smith<\/li>
                • Title<\/strong>: Facility Manager<\/li>
                • Phone<\/strong>: (555) 123-4567<\/li>
                • Mobile<\/strong>: (555) 987-6543<\/li>
                • Email<\/strong>: jsmith@abcmfg.com<\/li>
                • Preferred Contact Method<\/strong>: Email<\/li><\/ul>\n\n\n\n

                  Communication Preferences<\/strong><\/p>\n\n\n\n

                  • Best Time to Call<\/strong>: Morning (8-10 AM)<\/li>
                  • Language<\/strong>: English<\/li>
                  • Appointment Reminders<\/strong>: SMS and Email<\/li>
                  • Service Reports<\/strong>: Email only<\/li>
                  • Marketing Communications<\/strong>: Opted in<\/li><\/ul>\n\n\n\n

                    Step 4: Service Location Details<\/strong><\/h3>\n\n\n\n

                    Configure primary service address:<\/p>\n\n\n\n

                    Location Information<\/strong><\/p>\n\n\n\n

                    • Service Address Same as Billing<\/strong>: No<\/li>
                    • Street Address<\/strong>: 1234 Industrial Parkway<\/li>
                    • Suite\/Unit<\/strong>: Building A<\/li>
                    • City<\/strong>: Chicago<\/li>
                    • State<\/strong>: IL<\/li>
                    • ZIP Code<\/strong>: 60601<\/li>
                    • Country<\/strong>: United States<\/li><\/ul>\n\n\n\n

                      Location Details<\/strong><\/p>\n\n\n\n

                      • Location Type<\/strong>: Manufacturing Facility<\/li>
                      • Square Footage<\/strong>: 50,000<\/li>
                      • Number of Buildings<\/strong>: 3<\/li>
                      • Parking<\/strong>: Ample visitor parking<\/li>
                      • Access Instructions<\/strong>: Check in at main gate, Building A reception<\/li><\/ul>\n\n\n\n

                        Step 5: Additional Locations<\/strong><\/h3>\n\n\n\n

                        For multi-location customers:<\/p>\n\n\n\n

                        Adding Secondary Locations<\/strong><\/p>\n\n\n\n

                        1. In Service Locations<\/strong> related list<\/li>
                        2. Click New Location<\/strong><\/li>
                        3. Enter details:
                          • Location Name<\/strong>: ABC Warehouse North<\/li>
                          • Address<\/strong>: 5678 Distribution Drive<\/li>
                          • Primary Contact<\/strong>: Jane Doe<\/li>
                          • Hours<\/strong>: 24\/7 operation<\/li>
                          • Special Instructions<\/strong>: Use loading dock entrance<\/li><\/ul><\/li><\/ol>\n\n\n\n

                            Step 6: Billing Information<\/strong><\/h3>\n\n\n\n

                            Set up payment details:<\/p>\n\n\n\n

                            Billing Configuration<\/strong><\/p>\n\n\n\n

                            • Billing Address<\/strong>: 1234 Corporate Plaza (if different)<\/li>
                            • Payment Terms<\/strong>: Net 30<\/li>
                            • Credit Limit<\/strong>: $25,000<\/li>
                            • Tax Exempt<\/strong>: No<\/li>
                            • Tax ID<\/strong>: If exempt<\/li>
                            • PO Required<\/strong>: Yes<\/li><\/ul>\n\n\n\n

                              Step 8: Customer Classification<\/strong><\/h3>\n\n\n\n

                              Set customer priority and value:<\/p>\n\n\n\n

                              Customer Scoring<\/strong><\/p>\n\n\n\n

                              • Customer Tier<\/strong>: Gold (Platinum\/Gold\/Silver\/Bronze)<\/li>
                              • Annual Service Value<\/strong>: $50,000+<\/li>
                              • Customer Since<\/strong>: 2010<\/li>
                              • Payment History<\/strong>: Excellent<\/li><\/ul>\n\n\n\n

                                Growth Potential<\/strong>: High<\/p>\n","protected":false},"excerpt":{"rendered":"

                                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…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[14],"doc_tag":[],"class_list":["post-1273","docs","type-docs","status-publish","hentry","doc_category-account-management"],"year_month":"2026-05","word_count":298,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Account Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=account-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1273","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1273"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1273\/revisions"}],"predecessor-version":[{"id":1274,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1273\/revisions\/1274"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1273"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1273"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1273"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}