Service One. Bill Another. Zero Hassle.

Service One. Bill Another. Zero Hassle.



In field service operations, one challenge often comes up: the person who needs the service isn’t always the one who pays for it.
​
Think about tenants vs. property managers, corporate offices vs. their finance departments, or school buildings vs. central admin. In all these cases, your technicians end up working with one customer while your billing team deals with another.

Zoho FSM’s Dual Customer Mode solves this problem beautifully—making your process flow cleaner, your billing more accurate, and your teams far less confused.

What Is Dual Customer Mode?  

Dual Customer Mode allows you to use different customers for service and billing within:
  1. Requests
  2. Estimates
  3. Work Orders
When you enable it, Zoho FSM introduces two new fields in these records:
  1. Billing Company
  2. Billing Contact
To keep things organized:
  1. Service Address and Territory get moved under Contact Details
  2. A new Billing Details section is added, containing the new billing fields

How Does It Help You?  

With Dual Customer Mode activated, you can:
  1. Choose a different billing customer than the one requesting the service
  2. Select a billing address tied to the chosen billing customer
  3. Automatically show that billing address in the final invoice
This makes it easier for your technicians, dispatchers, and billing team to stay aligned—each dealing with the correct customer at the correct stage of the job.

Where This Feature Truly Shines  

Dual Customer Mode is incredibly valuable in real-world scenarios such as:
  1. Property management paying for tenant service requests
  2. Corporate campuses where the service site differs from the finance department
  3. Hospitals or schools with centralized billing but distributed service locations
  4. Franchise chains where service occurs at stores but billing happens at headquarters
Anywhere the service contact and payer are different, Dual Customer Mode cuts through the complexity.

A Real Example: Tenant vs. Property Manager (A Common Headache Solved)  

Let’s say your service team gets a repair request from a tenant because their bathroom faucet is leaking.

The tenant needs the work done, but the Property Management Company is actually responsible for paying the invoice.

Here’s how Dual Customer Mode makes that simple:
  1. Set the tenant as the Contact — your technician interacts with them.
  2. Set the Property Management Company as the Billing Company — the invoice goes to the correct payer.
  3. The billing address on the invoice automatically updates based on the billing company you selected.

No mistakes. No back-and-forth. No lost invoices.

It’s a small switch that delivers a big improvement in how you manage and charge for your work.

Please refer to the help documentation for in-depth details. If you have any questions or feedback, feel free to leave a comment below or write to us at support@zohofsm.com.

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