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Accounts Overview

Accounts are the foundation of your customer relationship management in Clearwell. They represent your customers, clients, or any organization you provide services to.

What are Accounts?​

Accounts in Clearwell help you:

  • 📋 Organize customer information in one central location
  • 👥 Manage multiple contacts per account
  • 🏢 Track service locations and assets
  • 📊 View complete service history
  • 💼 Assign work orders to specific accounts

Key Features​

Account Information​

  • Company details (name, industry, size)
  • Billing and shipping addresses
  • Contact information
  • Custom fields for your specific needs
  • Notes and internal comments

Relationship Management​

  • Multiple contacts per account
  • Contact roles and responsibilities
  • Communication preferences
  • Service history tracking

Integration Points​

  • Link work orders to accounts
  • Associate assets with accounts
  • Track forms submitted for accounts
  • View account-specific analytics

Account Hierarchy​

Clearwell supports flexible account structures:

Parent Accounts​

Large organizations with multiple locations or divisions

Sub-Accounts​

Individual locations, departments, or branches

Standalone Accounts​

Single-location businesses or residential customers

Getting Started​

  1. Create your first account
  2. Add contacts
  3. Set up custom fields
  4. Link assets

Best Practices​

Account Organization​

  • Use consistent naming conventions
  • Set up account types (Commercial, Residential, etc.)
  • Utilize custom fields for industry-specific data
  • Keep contact information current

Data Quality​

  • Verify addresses for accurate mapping
  • Maintain updated contact lists
  • Regular data cleanup
  • Use required fields for critical information

Permissions​

Account access is controlled by workspace roles:

  • Admins: Full access to all accounts
  • Managers: View and edit all accounts
  • Technicians: View assigned accounts
  • Read-only: View permissions only

Next Steps​