• Activating / Deactivating customers

  As long as that customer doesn't have an active job, you are able to deactivate them yourselves. Navigate to the customer page -click the three dots on the top right of the customer card -click edit customer details -either disable or enable the customer. Be sure to edit the notes of the deactivated customer as to why they are being deactivated. If it is because of an account merger, note down the customer number that it is being merged with customer details (https:Some readers

• change property for customer on job

  Change a property on a job First check to see if the customer has the property tied to their account Open the job Click “View Customer X” in the customer card, this will open the customer page Under Properties see if the property already exists. If it doesn't click on add property and enter the property address Now that you have either confirmed the property is tied to the account or added it yourself Go back to the job, next to the customer card should be the property caFew readers