A national property manager runs twelve of your buildings under one agreement, and you treat them as twelve unrelated customers with twelve different prices.
National Accounts is part of the CRM module. The management company sits above its buildings with its own agreement, contacts and portal, so every job, quote, deficiency and invoice on those buildings rolls up to the account that actually pays for them.
What a national account changes
- One agreement across many sites. An agreement can be proposed to the national account rather than to a customer, and the inspection jobs it owes are generated across every building the account covers.
- A service catalog that cascades. The account defines which inspection and service types it covers; a customer under it can take the account's defaults, and a single building can override them.
- Membership by customer or by building. A customer joins the account with all of its buildings or with a named list, so a manager that controls some of a customer's sites and not others is modelled as it is.
- Billing to the right party. When a job on a covered building is for a covered work type, it is stamped with the account at save time, and the Billing Queue invoices the account's bill-to instead of the site. A visit that mixes covered and uncovered work is flagged so it can be split. The account's billing summary shows the whole portfolio, and a site billed through an account is never placed on credit hold on its own.
- Portal access for the account. An account contact is invited to the portal in the account's own scope and sees the buildings of every customer under it, or only the customers named on the invitation. The account can have its own portal template, which hides the tabs and cards that account should not see, and its own publishing rules for reports, quotes, invoices and contracts.
- A Legacy tab and a dashboard. Notes and files carried over from your previous system sit on the account, and the account dashboard shows its customers, inspection types and service types in one place.
Where it fits
- CRM module: customers, buildings, assets and contacts.
- Contracts module: the recurring agreements that generate the inspection jobs.
- Billing module: invoices, payments and AR aging by account.
Bottom line
One agreement, one contact list and one invoice stream for the manager that controls a dozen of your buildings, instead of twelve customer records that drift apart. The price you negotiated applies everywhere it should, and the invoice goes to the party that pays it.