Private Network Clients

The companies whose Private Network you have joined — their contacts, addresses, files and how they pay you.

When you join another company's Private Network, that company can offer you site visits directly. The Private Network Clients tab on your Clients page is where you find everything they've chosen to share with you: who to call, where their offices are, the documents they want you to have, and how and when they pay you.

Where to find it

Go to Field Service → Clients. Once your company has joined at least one Private Network, the page has two tabs: Clients (the client records your company manages) and Private Network Clients, with the number of networks you've joined in brackets. If you haven't joined any network, the tab doesn't appear and the page shows your clients as usual.

Everyone in your company who can open the Clients page sees the tab. The companies on it are not client records you manage — you can't edit them, and they don't appear in your client dropdowns.

The Private Network Clients table

There's one row for each network you've joined. The columns are:

Company — the company's name, with its legal name in brackets when it's different. Use the legal name on paperwork such as invoices.
Primary Contact, Phone and Email — the main person they've shared. Tap the phone number to call or the email to write.
Location — the city and state of an address they've shared.
How They Pay — their payment terms for network technicians.
Shared With You — how many contacts, addresses and files they've shared.
Joined — the date you joined their network.

Like every list page, you can sort, filter each column, search and export the table. A blank cell usually just means that company hasn't shared that kind of information yet.

A company's page

Click a row to open that company's page. It's read-only, and it has four sections:

How they pay you — their Terms (for example, Net 30 — due 30 days after they approve your site visit), how they pay (Pays by), and any Payment fee they deduct, with whether it comes off your labor pay only or your whole payment. If they haven't set their terms yet, the page says so — ask them how and when they pay.
Contacts — each person they've shared, with title, department, email and phone numbers. Tap a number to call.
Addresses — their offices, warehouses or yards, each with a link that opens the address in Google Maps for directions.
Files — documents they've shared, such as scope-of-work standards, safety rules or close-out templates. Click Open to view or download one.

Back to Clients returns you to the Private Network Clients tab.

What you see is their choice

Each company decides, one record at a time, which contacts, addresses and files are visible to technicians in their network. You only ever see what they've marked visible — never their internal notes, their other clients, or what they charge their own customers. If a section says the company hasn't shared anything of that kind, that's their setting, not a fault; ask them to share it if you need it.

If you're no longer part of a company's network, their row disappears and their page no longer opens.

On a site visit

When a company assigns you a site visit, its Contacts tab starts with a Hired by card: the company's name and logo and the people it has chosen to list for technicians. Use them when you need support on the job. Depending on how that company works, the tab may also show the Client Check-In / Check-Out details and Client Contacts (the company's own client, the one the work came from), and always shows the Site contacts. If there is no client information, the company handles its client itself and you deal only with them.

Private Technician Network — how network site visits are offered, accepted and paid.
Building Your Private Technician Network — the other side: how a company invites technicians and chooses what to share with them.
Managing Clients — the client records your own company manages on the Clients tab.