Parent & Sub Customers

if you service an apartment complex or work with a property group, trade service pro can help you keep track of these complex customer relationships creating a sub customer while a customer is typically the person who is both requesting service and paying for it, that may not always be the case an example would be a resident of an apartment complex you may want to track this customer separately from the property owner since the resident is who you will be encountering on the job site, while you still want to send the invoice to the owner to create a sub customer, first follow the normal steps of creating the customer record see customers docid\ k1o9aentfr208v1odbulj next you must link this newly created customer to it's parent customer record you can do this by clicking the link to parent customer button at the top of the customer editor search for the parent customer and select it the customer editor should now show that the customer you're editing is a sub customer of the parent you just selected be sure to click save when you're done removing a sub customer if you've made a mistake or need to reorganize the parent/sub customer, it is easy to undo the connection between the two simply edit the sub customer and click unlink from parent and after you click save the parent/sub customer connection will be undone sub customer list when viewing or editing a parent customer, you can see a list of all it's related sub customers by clicking the sub customers tab