In this article we will provide an overview of the different account types within FieldCentral and the differences between them.
Knowing what information each account holds is very important in determining which to create for your various accounts.
Once you have logged into your FieldCentral web account, navigate to the Accounts page via the Main Menu.
From here you will see the three different account types: Properties, Contacts, Management Companies.
Lets first take a look into Properties.
Properties are where the services scheduled take place (Service Address). If a Property is selected there will be a list of names which are contacts tied to the service address.
Within the Property details page there is a lot more information about the property which will be covered in another training resource.
Second, we will look into Contacts .
A contact is where phone numbers and email addresses are stored and associated with the name of an individual.
When Contact is selected you will be able to adjust the following:
- Phone numbers: Can also be opted into Texting/Payment features
- Email Addresses: Can also be opted into Email/Payment features
- View and Edit account links
- View and Edit Notes
- View any Visits/meetings scheduled (Can only be Non-Service Tasks)
- Schedule a meeting/Sales Visit using Schedule now
And Lastly, Management Companies which are used to manage multiple properties and typically receives the bills of all of the properties to the address of the Management Company.
Once a Management Company is selected, you will be able to do the following:
- View and Edit account links
- View and Edit Notes
- View any Visits/meetings scheduled (This displays all visits tied to any properties underneath this mgmt company)
- Schedule a meeting/Sales Visit using Schedule now
Now that you know the various account types available to you, the next step is to learn how to create one of these accounts which is covered in
“Adding/Importing New Accounts”.