Training FAQ
FAQ Detail
Review the full answer below, then return to the searchable FAQ list.
For a private residence, how should we set up the customer?
Set up private residences the same way you would a commercial customer. The only difference is that the homeowner must also be entered as an Organization. For example, if John Davis owns a home at 123 Residential Street:
View this tutorial for more details on creating customers.
- Enter John Davis as a Person.
- Enter John Davis as an Organization.
- Enter 123 Residential Street as a Building.
- Create a Contract under John Davis for the Building at 123 Residential Street.
- Set John Davis as the Key Contact under the Contract
View this tutorial for more details on creating customers.