Add, Edit, or Delete a Customer (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Before You Start: Customers cannot be deleted if service and/or billing history is attached to the profile. 

Step-by-step instructions . . .

1

Select Customers > Add Customer.

2

Enter the required Customer Info. 

3

Enter the required Service Location Info. 

• You can click Make Same As Billing Address if the Service Location is the same as the Billing Address.

4

Select Body of Water Info.

5

Enter Route Assignment Info (optional) > Save.

6

To edit customer info, click Edit > Save. 

7

To edit service location info, click Edit > Save.

8

To delete a customer profile, click Edit > Delete Customer > Delete.
Customers cannot be deleted if service and/or billing history is attached to the profile.