In FieldEx, every job, site, and asset starts with a customer. Creating detailed customer records helps Planners organise service work, assign ownership, and group jobs under the right business accounts. Whether you’re working with internal departments or external clients, this record forms the base of your operational structure.
This article covers:
How to create a new customer
What each section of the form means
How customer records are used during job planning
How to Create a Customer
Path: Customers > New Customer
Go to the Customers module and click New
Fill in the required and optional fields as needed (see breakdown below)
Click Save to create the customer record
Customer Record Field Breakdown
The customer creation form is grouped into four key sections:
1. General Details
Name: Official company or customer name
Type: Internal, External, Partner, etc.
Sector / Sub-sector: Used for industry categorisation
Category / Area: Optional tags for reporting and grouping
Description: Additional business notes
2. Contact Details
Contact Name: Main point of contact
Phone 1 / Phone 2: Primary and secondary numbers
Email / Fax / Website: Communication links
3. Location Details
Service Zone: Internal dispatch grouping (e.g., “North East”)
Geofence: Optional coverage map
Billing Address & Shipping Address: Full mailing info (can be duplicated)
Latitude / Longitude: Auto-filled if address search is used
4. Additional Details
Industry / No. of Employees: For reporting or account classification
External IDs / Customer Reference: System or integration references
How Customers Are Used by Planners
Once created, customer records are available for:
Linking to sites, projects, assets, and job orders
Tracking job volume per client or department
Assigning contracts or maintenance plans
Tip: Always link a job to a customer even for internal work to ensure full history tracking and reporting accuracy. |