Owners (Customer / Job Sites) Overview

Owners is the terminology that is used in Field ID to represent either Customer or Job Sites that you will be using Field ID for. When you first sign in to your Field ID account you will be asked if you:

• provide equipment and services for 3rd party customers or
• manage multiple job sites where my equipment is used

Adding new Owner

To add a new Owner click on Setup > Owners, Users & Locations > Manage Customers (or Manage Job Sites). In the top right click Add

You will now enter the information for the Customer or Job Site.

• ID - usually a internal ID that you current use for this Customer or Job Site
• Organizational Unit - select what branch this record belongs to
• Name - the name that will be displayed throughout your Field ID account

Adding a Division

Customer or Job Site records have the ability to be two levels. A Division is typically another branch or area under a Customer or Job Site. For Example, Customer Rockwell Construction has two Divisions East and West. Or, Job Site Highway 404 has two Divisions Area 42 and Area 43.

Using divisions will allow you to further refine the ownership of asset in your Field ID account. To add a new Division to an existing Owner record simply click on the name of the Owner from  Setup > Owners, Users & Locations > Manage Customers (or Manage Job Sites) and click the Divisions tab. Then click Add Division link.

You will now enter the information for the Division. 

• Division ID - usually a internal ID that you current use for this Customer or Job Site
• Name - the name that will be displayed throughout your Field ID account

User Accounts

To add a new User Account for a specific Owner please see - Adding a new Customer or Contracter User

Importing Owners

Field ID gives you the option to import all of your Customer or Job Sites, saving you the time of having to enter them one by one. To do this you need to click on the Import/Export tab on the Manage Customers/Manage Job Sites screen. 

Once here, download the Excel template. This will give you the fields that you need to fill in as well as give you a sample entry so you have an idea of you your records should look when entering them into the excel template. You can also import divisions using the template. Once you have filled out all the appropriate information save and close the template. Next, click on Upload Excel File and browse for the excel file you just saved. The import tool will check the records you entered making sure there are no errors. If there are any errors, Field ID will tell you where they are and what the error is. Open the excel file, correct the errors and upload the file again. When there aren't any errors, Field ID will show you the progress of the import. Depending on how many records you entered into the excel file it may take a long time to complete. Once it has finished you can click on Setup, then the Owners, Users and Locations tab and lastly click Manage Customers or Manage Job Sites to view all your imported Owners.

Exporting Owners

Field ID also has the ability to export all your owners to an excel file. To do this you need to click on the Import/Export tab on the Manage Customers/Manage Job Sites screen. Once here, click on "Excel File" under "Export Customers". This will pop-up a window asking you to rename the file if you want to. When you are ready to proceed click " Save and take me to My Downloads". Depending on how many owners you have this process may take a while, but once the Status says completed you can click Download to download the file or click Share to copy the link to allow someone else to download the file.

Add Logo on Owner Record