Skip to content
  • There are no suggestions because the search field is empty.

Create Account

Create Customers, Satellites, and Prospects from your Web-based Dashboard or from your Field Service Tracker app.

Web-based Dashboard

  1. Go to Accounts on the left navigation bar.
  2. Click the green plus (+) on the top right and select Create accounts.
  3. Populate the data, select the Type, and click Save.

Mobile

  1. Open your Field Service Tracker app and click the top right plus (+) icon.
  2. Select either customer or prospect and fill in the fields. You can also tap the icon to the top right of the screen to automatically scan a business card to populate the fields.
  3. You can add an address directly from the map by tapping the map pin in the Search Address bar and selecting the location of the Account you want to add.