What is the Do Not Service property?
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.
How can I mark a customer 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.
What does this do?
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.
Can I see this status on the customer list?
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.
How do I apply this property to multiple customers?
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.
FAQ
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?
No, this is currently only available on Housecall Pro's web version.