Labeling a customer as "Do Not Service" is a way to identify customers your company would like to avoid doing business with, for whatever reason. For example, you would potentially tag a customer who has a history of missed or invalid payments as Do Not Service.

You can mark a customer as do not service from the add/edit Customer dialog by selecting the square titled "Mark as Do not service." This option is displayed below the homeowner or business selection option. You can apply this property to new or existing customers.

You will also not be able to book jobs or estimates for customers marked as do not service from either the customer profile or search. A prominent red label will also be displayed on the customer's profile. If notifications are enabled for a customer marked as do not service, they will be automatically turned off.

Yes, you can enable this column by clicking the edit columns button and then selecting service status. You can also filter by this property by clicking the filter button and then selecting a service status to display.

You can bulk apply the do not service property from the bulk actions dropdown list on the customer list. To apply, select more than one customer from the customer list and select "Mark as Do not service" from the bulk actions menu.

No, customers marked as Do not service that attempt to book online will receive a generic error message indicating that online booking is not available at this time.

The Do not service property is also displayed in the global search bar, Customer Intake form, Customer card on jobs, estimates and invoices, and Marketing Campaigns.

Can the customer see this?

No, a customer will never be able to see that they are labeled as Do Not Service.

Is this available on the mobile app?

Yes. Customers marked as Do not service cannot be booked for jobs or estimates on the mobile app. You can also mark a customer as Do not service on mobile. In addition, the red Do not service label is visible on mobile across search, jobs and estimates.