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Customers

Customers are the foundation of every operation in FSM Navigator. Every job you create is linked to a customer and a specific service location, which keeps your scheduling, routing, invoicing, and reporting accurate from day one.

This section covers everything you need to know about building and maintaining your customer database.

Key concepts

Understanding the relationship between customers and locations is essential to getting the most out of FSM Navigator.

Concept What it means
Customer A company or individual you do business with — e.g., "Acme HVAC" or "Jane Smith". Stores contact details and history.
Location A physical service address belonging to a customer — e.g., "Main Office" or "Warehouse B". Jobs are always tied to a specific location.
Primary location The default address auto-selected when you create a new job for that customer.

Why locations matter

Jobs are assigned to locations, not just customers. This distinction powers dispatch optimization, technician scheduling, and accurate travel-time estimates. A single customer like "Riverside Plumbing" might have a headquarters, a satellite office, and a storage yard — each with its own address and job history.

Getting started with customers

If you are setting up FSM Navigator for the first time, follow this path:

  1. Create your first customer — Add a company or individual with their contact information. See Managing Customers.
  2. Add service locations — Enter one or more addresses where you perform work. See Customer Locations.
  3. Create a job — Link a job to the customer and location, then assign it to a technician. See Create your first job.

Importing from a spreadsheet?

If you already have a customer list in a CSV file, use the Bulk Import feature to add them all at once instead of entering them one by one.