10-12-2022 11:38 AM
Looking for ways that other users handle customers with past-due balances. There isn't a way to put customers or locations on "credit hold", which would prevent scheduling jobs until the "hold" was removed by an A/R collector. Is a "Credit Hold" tag the only way?
Solved! Go to Solution.
10-12-2022 11:52 AM
There is a way to put the account on hold. Go into the customer account and check the Do Not Service box. Then it will not allow anyone to book a job for them unless the hold is removed. It should automatically place a tag on the account as well.
10-13-2022 08:11 AM
We tag customers as COD if we would work for them again, but they were slow to pay or something like that. We use the Do Not Service box if we would not work for them at all. We also use an In Collections tag with the Do Not Service checkbox if they are currently in collections.
10-13-2022 12:40 PM
We use the COD tag also, but actually getting the guys in the field to collect, is another story.
10-12-2022 11:52 AM
There is a way to put the account on hold. Go into the customer account and check the Do Not Service box. Then it will not allow anyone to book a job for them unless the hold is removed. It should automatically place a tag on the account as well.
10-12-2022 12:01 PM
Thanks. Just tested it and it looked good to me.
10-12-2022 11:46 AM - edited 10-12-2022 11:57 AM
Hi @chunter1 I've seen some people mark them as a "Do Not Service"