I've had a realtor have us out to do inspections on 3 different locations, added them under the realtor office. Booked 2 of the jobs, now under the home owners name. how do I deleted the job location from under the realtor bill too?

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Former Community Member

Thank you, something new to try out!

dwhite45
Valued Contributor

Do you have the new homeowner under an account yet? If so, just change the bill to on the location to the new homeowner. Otherwise, what I do, is change the name on the location that isn't theirs anymore to "Sold" or "Moved" and remove the phone number and email address from the location. Then whoever calls in work for it next time, we would update it then.