Onsite has 2 record types for the people and businesses you work for: customers and accounts. Here's what each one is for and how billing connects them.
Customers and accounts
In Customers, the New menu offers these 2 record types:
Record | Use it for |
Customer | Contacts linked to 1 or more service locations. You can add a business name for commercial customers. |
Account | Billing across multiple customers. |
Where the work happens vs. who pays
A customer's service location and billing destination can be different. When you add a customer, Bill to lets you choose Bill to the serviced location or Bill to an account.
Tip: When another account pays for the work, check Bill to on the customer record.
Start an account
In Customers, select New > Account, then follow the steps on screen.
Related articles
Add a customer
Manage a customer's contacts and service locations