{"id":4374,"date":"2023-09-27T10:04:11","date_gmt":"2023-09-27T02:04:11","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=4374"},"modified":"2025-06-05T20:43:20","modified_gmt":"2025-06-05T12:43:20","slug":"linking-checklists-to-customer","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/","title":{"rendered":"Linking Checklists to Customer"},"content":{"rendered":"\n<p>Facility managers and Field Service Managers may need to service multiple <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/managing-customers\/\">customers<\/a>. FacilityBot allows managers to link parent <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/checklists\/\">Checklists<\/a> to customers if the checklist is to be completed to service the customer.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Linking checklists to customer\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/hG7DbQUojBY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Linking of Checklists&nbsp;<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to FacilityBot Manager Portal.<\/li>\n\n\n\n<li>Go to \u201cSettings\u201d then \u201cChecklists.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/LY7zzOmM_tk1S0V3EmF2TV5PcG2LdoOoN2bL8y_XlQ1o18hz4bJ9PmKUkuOlIweAKiVRU69s5GR7aowquUR5X0ChWNAUzYtdrzU-KRMyNgdLjlwgZc5_CPLXBOsRfRs90YzGN89rwqZM5FEChegafDM.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Managers can create a new checklist to link to customer.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/e2ivxgkG_k4ampr8JB15xip689bdU_MgxmcTZ1SP7NuPLtGFRQQKHzlqWuNqAAsMMIkTeNYNPx8szhtTiN7kLudG8SMBvPIapLpAm2bIJ_pOiGfn-LVACM0I52V_98YGxwHctGfxupoTN_Lvwj_UERw.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Alternatively, managers can edit an existing checklist to link to customer.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/YsJuT4yenCXI94zV4TQL6TI7WcrI7SUyLTLyQq93NhIVkJdn5VTiUKS_J1rG6sNdehOlM6Iw6CsJR8rFIkb221dFxGkDaOPP361T5_YCi_2DdhbHOsGoNbksGNksOdRow9EUEZoT3bRDukQQMhFYhY.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on \u201cLink to Customer\u201d.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/XJxVrflBr6xnSqH3uOaUGa5RU5r184yQV1HT7PrzmU7A2dY0wbspixyuiF0SFEWt-64TX50dDpsw-n1VFQI9LwOugkrLNVnxX8QugXN3MhZjuYmgVuwEYnVhROQ2GHP4oUmvCfr0LRovhlHrX6OgFpg.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A floating editing panel will appear to select the customer you want to link to the checklist. Tick the box beside the customer\u2019s name to select the customer.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/sIS751rbSoScBi6zmqf4-_bQvHh0L80cgZbNYXYblKZsXbWkpsUKV7bkcLEQdf7K417FYjspFkv_JI5a0-Z6jJHVOYfC4A59sNfPE08q0_Jj7sm_c903Ni_wx5ihHeBfXNQ5m8akLDgbTj805V9Kkz4.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once selected, click \u201cOk.\u201d<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/LAu2HV41XSFOM9C9P5oz25FJF-HSuvdUwdA2reGtuH0yV1EJiOZZKMriXWoC64f7TVLjpMQ891qN6gxYo7Bh59Vj3jbNFeJZ0myGIeeoRajcbbtNmMqcjOZU0Pn3St63ZISHyVxiPOtmMZ1Be0B6UOc.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Submit the checklist to save the changes.&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/FA72Qs5cA3j5eEbL22di4DLYpK6RugLpwTG_PIHF5sOM0szRfVUPaPyjc2M2XkFZ1gmS55XG9zFVJdB1gyFxwZw3qYqkMvKQPqPw0Milw_Jd51gdxNd_hvf36pm_ahDKP84qcDOHicv_Pmrv1_iwpxc.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The linked customer will appear under the checklist details.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/6v3uPd6E9cR0SvCUHwFOmQw23aFsFYlCc-c6f5siX6GejLpXKQkk6o5qkE8CzFE9h-abmsNFSODNq6KUWQd3ifxkj54q6Bhjx1L-4zOvvJOq_jRIegzzaZ3ozxfV9pW61A4DYkZ7v9-9P6ZsXp32ayk.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All child checklists created from this parent checklist will also be linked to the customer.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/9fvr1wp6qWTKJqMDPyCyZNAr7ABz91AHn97pFDN0XL_-zjxXZYDHxvtCOjnnwmcXfYvmxaP4gF59wEaPf-yFQEiUTFpOTG_XzY9NGAqPYkGv-vZt_Lmq3oSBaeYqpCOl4StEDvOjWMmLi7L6z2SIfI.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Linking child checklists to customers will allow viewing of all checklists completed for this customer. Linking child checklists to customers will be also be helpful when <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/uncategorized\/schedules\/\">scheduling checklists for Responders<\/a>.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Facility managers and Field Service Managers may need to service multiple customers. FacilityBot allows managers to link parent Checklists to customers if [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[44],"class_list":["post-4374","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-manager-web-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Linking Checklists to Customer - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Linking Checklists to Customer - FacilityBot - Facilities Management Software\" \/>\n<meta property=\"og:description\" content=\"Facility managers and Field Service Managers may need to service multiple customers. FacilityBot allows managers to link parent Checklists to customers if [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/\" \/>\n<meta property=\"og:site_name\" content=\"FacilityBot - Facilities Management Software\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-05T12:43:20+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/LY7zzOmM_tk1S0V3EmF2TV5PcG2LdoOoN2bL8y_XlQ1o18hz4bJ9PmKUkuOlIweAKiVRU69s5GR7aowquUR5X0ChWNAUzYtdrzU-KRMyNgdLjlwgZc5_CPLXBOsRfRs90YzGN89rwqZM5FEChegafDM.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/\",\"url\":\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/\",\"name\":\"Linking Checklists to Customer - FacilityBot - Facilities Management Software\",\"isPartOf\":{\"@id\":\"https:\/\/blog.facilitybot.co\/blog\/#website\"},\"datePublished\":\"2023-09-27T02:04:11+00:00\",\"dateModified\":\"2025-06-05T12:43:20+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/blog.facilitybot.co\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Linking Checklists to Customer\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/blog.facilitybot.co\/blog\/#website\",\"url\":\"https:\/\/blog.facilitybot.co\/blog\/\",\"name\":\"FacilityBot - Facilities Management Software\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/blog.facilitybot.co\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/blog.facilitybot.co\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/blog.facilitybot.co\/blog\/#organization\",\"name\":\"FacilityBot - Facilities Management Software\",\"url\":\"https:\/\/blog.facilitybot.co\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/blog.facilitybot.co\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/fb_logo.png\",\"contentUrl\":\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/fb_logo.png\",\"width\":150,\"height\":38,\"caption\":\"FacilityBot - Facilities Management Software\"},\"image\":{\"@id\":\"https:\/\/blog.facilitybot.co\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/sg.linkedin.com\/company\/facilitybot\",\"https:\/\/www.youtube.com\/channel\/UCFykie6GjYNh4fxv2PIv8mA\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Linking Checklists to Customer - FacilityBot - Facilities Management Software","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/","og_locale":"en_US","og_type":"article","og_title":"Linking Checklists to Customer - FacilityBot - Facilities Management Software","og_description":"Facility managers and Field Service Managers may need to service multiple customers. FacilityBot allows managers to link parent Checklists to customers if [&hellip;]","og_url":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/","og_site_name":"FacilityBot - Facilities Management Software","article_modified_time":"2025-06-05T12:43:20+00:00","og_image":[{"url":"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/06\/LY7zzOmM_tk1S0V3EmF2TV5PcG2LdoOoN2bL8y_XlQ1o18hz4bJ9PmKUkuOlIweAKiVRU69s5GR7aowquUR5X0ChWNAUzYtdrzU-KRMyNgdLjlwgZc5_CPLXBOsRfRs90YzGN89rwqZM5FEChegafDM.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/","url":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/","name":"Linking Checklists to Customer - FacilityBot - Facilities Management Software","isPartOf":{"@id":"https:\/\/blog.facilitybot.co\/blog\/#website"},"datePublished":"2023-09-27T02:04:11+00:00","dateModified":"2025-06-05T12:43:20+00:00","breadcrumb":{"@id":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/linking-checklists-to-customer\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/blog.facilitybot.co\/blog\/"},{"@type":"ListItem","position":2,"name":"Linking Checklists to Customer"}]},{"@type":"WebSite","@id":"https:\/\/blog.facilitybot.co\/blog\/#website","url":"https:\/\/blog.facilitybot.co\/blog\/","name":"FacilityBot - Facilities Management Software","description":"","publisher":{"@id":"https:\/\/blog.facilitybot.co\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/blog.facilitybot.co\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/blog.facilitybot.co\/blog\/#organization","name":"FacilityBot - Facilities Management Software","url":"https:\/\/blog.facilitybot.co\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/blog.facilitybot.co\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/fb_logo.png","contentUrl":"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2025\/03\/fb_logo.png","width":150,"height":38,"caption":"FacilityBot - Facilities Management Software"},"image":{"@id":"https:\/\/blog.facilitybot.co\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/sg.linkedin.com\/company\/facilitybot","https:\/\/www.youtube.com\/channel\/UCFykie6GjYNh4fxv2PIv8mA"]}]}},"_links":{"self":[{"href":"https:\/\/blog.facilitybot.co\/blog\/wp-json\/wp\/v2\/knowledgebase\/4374","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.facilitybot.co\/blog\/wp-json\/wp\/v2\/knowledgebase"}],"about":[{"href":"https:\/\/blog.facilitybot.co\/blog\/wp-json\/wp\/v2\/types\/knowledgebase"}],"author":[{"embeddable":true,"href":"https:\/\/blog.facilitybot.co\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.facilitybot.co\/blog\/wp-json\/wp\/v2\/comments?post=4374"}],"version-history":[{"count":4,"href":"https:\/\/blog.facilitybot.co\/blog\/wp-json\/wp\/v2\/knowledgebase\/4374\/revisions"}],"predecessor-version":[{"id":6397,"href":"https:\/\/blog.facilitybot.co\/blog\/wp-json\/wp\/v2\/knowledgebase\/4374\/revisions\/6397"}],"wp:attachment":[{"href":"https:\/\/blog.facilitybot.co\/blog\/wp-json\/wp\/v2\/media?parent=4374"}],"wp:term":[{"taxonomy":"knowledgebase_cat","embeddable":true,"href":"https:\/\/blog.facilitybot.co\/blog\/wp-json\/wp\/v2\/knowledgebase_cat?post=4374"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}