Best Practices
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Create the customer before the location so site records can be linked correctly.
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Use clear naming for locations so dispatchers and service staff can recognize the site quickly.
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Keep customer, location, and vendor addresses complete before saving.
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Use contacts for people, not account or site records.
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Review posting groups and tax fields carefully because they affect downstream billing and purchasing.
Common Reminders
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Customers drive account-level billing and service identity.
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Locations are service sites under a customer.
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Contacts are people tied to customers or locations.
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Vendors are suppliers used for purchasing and subcontracting.
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Required fields vary slightly by tenant setup, especially around numbering and posting defaults.