• First create a parent record for accounts payable.

  • Next you are going to create the primary contact accounts payable.

  • Now, create a new service location for this customer.  Click on the [Locations/Contacts]

  • The service location is going to be the work site.  Differentiate the name just enough that it is clear what this record is for:

  • Notice that you have a different primary contact for service location.  From within the service location click on [Locations/Contacts] and create an Additional Contact(s).

  • Now whenever your customer calls for service at their service location you will create the opportunity or job from this customer record.  It is set-up now to provide the contact name, phone, and email address of the primary contact at the job site.

  • Lastly, when the opportunity is won and the job is completed 

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