Mark a Customer Inactive (App)

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

Tiers: All

Step-by-step instructions . . .

1

Tap on Customers > tap on customer name.

2

Tap Edit.

3

Scroll down and tap Make Inactive.

4

Tap to select any/all work orders and route assignments you do NOT want to delete, then tap Make Inactive.

5

Tap Inactive to locate the inactive customer.