Customer:Job Sub Account (Child Account)

By |2021-07-24T06:30:21-05:00March 26th, 2018|Comments Off on Customer:Job Sub Account (Child Account)

Introduction

This topic will cover setting up, adding, editing, deleting, and making a child customer;job inactive.

Usage

You can add children or sub accounts to any Customer:Job. This may be useful when you wish to setup a corporate office and all of its individual stores. It could also be used to enter job under a customer. For example: you may enter a business as the parent and the job as a child.

This technique may also be appropriate if you are entering a landlord and all of its rental properties. The landlord’s office may be considered the parent and the rental units may be considered the children (sub accounts).

Here are some examples:

Industrial Manufacturing

Rooftop Replacement #4662

Rooftop Replacement #4663

RT Property Management

Rental Unit 212

System Change Out

Rental Unit 213

Rental Unit 214

Form Access

This feature is only accessed through the Customer:Job list.  From the main menu, click Customers | Customer:Job List.

Step-By-Step

  1. Open the customer:job list form as noted above.

  2. Right-click on the parent account and select Add Sub Customer and\or Job from the pop-up menu.

  3. Enter information as you would with any other Customer:Job.

Tips

  • You can have as many as ten subs. In other words, you may go up to ten levels deep.

  • See the Customer:Job list topic below for full details on entering customer:jobs and managing them.

  • The Preferences Form include an option to turn on and off the Hierarchical display of parent\children on the customer:job list. If checked, the list will display as flat. The only advantage to the flat display is that the form may load faster when a significant number of children are in use.

Related Content

Customer:Job Form – Overview

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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