In FieldEx, the Customer, Site, and Project records give planners essential structure for assigning jobs, tracking ownership, and managing work across multiple locations. Understanding how these entities relate ensures jobs are linked to the correct operational context.
This article explains:
The difference between Customers, Sites, and Projects
How to use them together when creating jobs
Real-world examples of how they apply to various industries
What Do These Terms Mean?
Record Type | What It Represents | Typical Use |
Customer | The business or person who owns or manages the equipment | Main client account for service agreements or billing |
Site | The physical location where equipment is placed or a job occurs | Branch, outlet, plant, warehouse, building |
Project | A short-term or ongoing initiative grouping multiple jobs | Installations, shutdowns, renovations, audit campaigns |
How to Use Them Together in Jobs
Path: Jobs > Create or Edit Job Order > Linked Records section
Choose the Customer who owns the job or asset
Select the Site where the job physically takes place
Optionally assign a Project to group the job under a larger initiative
These selections appear in the job header and influence technician routing, job history, and reporting.
Working with Multi-Location or Sub-Customer Accounts
Many customers operate across multiple sites or may have sub-customers responsible for specific locations. FieldEx supports this structure with full flexibility:
Assets can be owned by one customer but placed at a different site
Sites are always linked to a main customer, even if equipment is sub-owned
Jobs track both site location and asset ownership for transparency
Example: A chain store (Customer: ABC HQ) may have a sub-brand (MINI ABC A) that owns a coffee machine located at a shared site. The job will link to the site (ABC HQ) but the asset will show its real owner (MINI ABC A). |
When to Use Projects
Projects are optional but powerful when you want to:
Group multiple jobs under a single initiative
Track progress and budget at the project level
Run site-wide activities like audits or large installations
Path: Projects > New Project > Link jobs and assets as needed