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Managing Customers

Update customer information, view their homes, and manage their status.

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View Customer List

Navigate to Customers to see all your customer profiles. The list shows:
  • Customer name
  • Number of homes
  • Active/inactive status
  • Recent activity

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Edit Customer Details

  1. Click on a customer from the list
  2. Update any information:
    • Name
    • Address
    • Contact details
  3. Click Save

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View Customer Homes

From the customer detail page:
  1. Click the Homes tab
  2. See all locations associated with this customer
  3. Click on a home to edit its details

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Deactivate Customer

To mark a customer as inactive:
  1. Open the customer profile
  2. Toggle Active status to off
  3. Save changes
Deactivating a customer will not delete their data or prevent you from viewing historical timesheets and invoices.

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Search and Filter

Use the search bar to:
  • Find customers by name
  • Filter by active/inactive status
  • Sort by most recent activity

Add More Homes

Create additional service locations