GamePlanPro™ differs from many field service systems in that it requires information to be properly organized. Setting up a customer correctly up front will save significant time later. Create a new customer in the following order:

1. Create the customer organization (Org A).
2. Create the property management organization (Org B), if applicable.
3. Create contacts (People) for each organization.
4. Associate each person with the correct organization. Do not associate contacts from Org B to Org A.
5. Create the customer’s Building(s).
6. Create the applicable Contract(s). Associate the building to the contract and assign the appropriate person roles on the contract.
7. Verify contract rates and any other contract settings.
8. You can now create quotes/work orders quickly. On the QO/WO, select the building and then the contract.

You can also create these entities from the quote/work order screen, all in one action. Go to the New Quote/Work Order screen and, before entering anything, open Action > All New Customer. Enter the details and double-check that you are not creating duplicate records. Press Create and all the entities will be generated and linked together for you. A quote or work order will also be created and associated to your new building, and contract.

View this tutorial for more details.