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Customers and Job Sites

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Customers and Job Sites are central to the work flow and most transactions, so you need to understand clearly the nature of a Customer and a Job Site. The distinction may seem straightforward, however, especially when it comes to billing, some points need to be made clear. The topics which follow explain Customers and Job Sites in detail.

Note: one of the efficiencies of design in FieldOne is Server-side Search, which adds speed for companies with large databases of items like Customers and Job Sites. What this means is that the heavy-duty search function runs on the Server component of the application, rather than on the Client side.

 

See Also

Customer Snapshot Screen

Job Site Snapshot Screen

Quick Add Customer and Job Site Screen

Job Site: Residents Tab

 


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