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Adding an organization allows you to manage business-level client information. This includes essential details such as the organization’s name, location, tax and billing information, and primary points of contact. By setting up an organization, you can group multiple customers under one business entity, making it easier to handle corporate accounts, manage multi-site service needs, and generate consolidated reports. Follow the steps below to set up an organization and link it with customers and service locations effectively.
Navigation: Clients -> Organizations -> + New Organization
  1. Select the “Clients” module from the left navigation menu and choose “Organizations”. Create Org1 Pn
  2. The Organizations listing page appears.
  3. Click the ”+ New Organization” button at the top right corner of the page. Create Org2 Pn
  4. Fill in the following sub-sections:
    1. Primary Details
      • Organization Name: Enter the official name of the organization.
      • Organization Logo: Upload a logo to visually identify the organization in the platform.
      • Organization Email: Provide the organization’s official email address. This email will be used for sending job-related notifications, invoices, and other communications.
      • Preferred Timezone: Choose the timezone in which the organization primarily operates. This ensure that all time-sensitive activities, such as job scheduling, and alerts are correctly aligned with their local time.
      • Pricelist: Select the relevant price list to be applied when jobs or services are performed for this organization. Create Org3 Pn
    2. Tax Details Choose the applicable tax settings for the organization based on your region or internal policies. These settings will automatically be applied to invoices and billing documents. Create Org4 Pn
    3. Service and Billing Address Add the organization’s service and billing locations. You can specify these details in two ways.
      1. Address Entry: Type the full physical address.
      2. Geo-Coordinates: Enter latitude and longitude if you want to use exact map-based positioning. Create Org5 Pn
        For the most accurate location data, use the “Pick from Map” option. This allows you to pinpoint the address directly on the map interface.
        Once you’ve selected the correct location, click “Use this Address” to save the information.        Create Org6 Pn
    4. Customers/Contacts and Properties information You can associate customers and their properties with the organization to ensure seamless tracking of service history and work orders.
      • Click ”+ Pick Contacts” in the Primary Information section.
      • A pop-up will appear listing all available customers/contacts. Select one or more to link them to the organization. Create Org7 Pn
      • Click ”+ Pick Property” next to the Property section.
      • Use the pop-up to search and select the relevant properties that belong to the organization. Create Org8 Pn
    5. Other Details If any custom fields are added under the settings, you can fill in the details here.
    6. Save organization After entering all the necessary details, click the “Save Organization” button to successfully create the organization. Create Org9 Pn
The Organization module contains different company details linked to the customer contacts. Associating these modules can help the field technician operate efficiently.