Set up contractor and builder accounts
Standing swaps per job site, and one combined monthly bill per builder account.
Flag the customer type
Set the customer as a contractor, builder, or property manager. The type shows up as a breakdown in your reporting, so you can see how much of the business each kind of account brings in. The repeat-work tools, standing swaps and combined monthly billing, work for any customer.
Add their sites
Each job site gets its own entry under the one account, with its own placement notes and gate codes. Whoever drives there next month sees exactly what the last driver knew.
Set the swap cadence
Weekly, biweekly, or on-call, per site, under Recurring. Standing swaps create themselves on schedule, so the Tuesday swap stops depending on someone remembering a Monday text.
Send one combined bill a month
At month end, open Chain statement and roll every order across all their sites into one combined bill: a single statement instead of a stack of separate invoices. The person who pays the bills at their office will love you for it, and that is how you keep the account.