Sub-Customers

Learn how to create sub-customers under a parent customer to manage multiple locations, departments, or properties within a single account hierarchy.

How to Access

Navigate to Customers in the left sidebar, then click Create Customer to open the customer creation form.

When to Use Sub-Customers

Sub-customers are ideal when a single customer has multiple distinct service locations, departments, or properties. Common use cases include:

• Property management companies with multiple buildings or units
• Corporate clients with different departments or branch offices
• Franchise owners who manage several locations under one account
• Residential customers with a primary home and additional properties

Using sub-customers keeps related accounts organized together while allowing separate addresses, work order tracking, and billing per location.

Creating a Sub-Customer

1. Click Create Customer from the Customers page or the left sidebar.
2. Check the Is Sub-Customer option in the customer creation form.
3. Select the Parent Customer from the dropdown. This links the new record as a child of the chosen parent.
4. Enter the Display Name for the sub-customer. Use a name that distinguishes it from other sub-customers, such as the location name or department.
5. Fill in the sub-customer's own Service Address and Billing Address as needed.
6. Optionally, check Bill with Parent Customer if invoices for this sub-customer should be consolidated under the parent account.
7. Complete the remaining fields (contact info, phone, email) and click Create.

Result: The sub-customer appears in the customer list and is linked to its parent. When creating work orders or estimates, you can select either the parent or the sub-customer.

Billing with Parent Customer

When you enable Bill with Parent Customer, invoices and billing records for the sub-customer roll up to the parent account. This is useful when a single entity pays for services at multiple locations. The parent customer's balance reflects the combined amounts from all sub-customers that have this option enabled.

If this option is not checked, the sub-customer is billed independently with its own invoices and payment history.

Managing Sub-Customer Hierarchy

You can view which customers are sub-customers from the customer list. Each sub-customer maintains its own work order history, notes, documents, and equipment records. Navigate to a sub-customer's detail page just like any other customer to see its specific records. The parent customer's detail page provides an aggregated view across all associated accounts.

Next Steps

• Customer History & Transactions — review the combined transaction history for parent and sub-customers
• Customer Portal — give external users access to view their work orders and estimates
• Creating a Work Order — assign work to a specific sub-customer location