Summary
When you change a customer's status to Inactive, all the Work Orders are deleted from the Work Order tab as a measure to keep work from unnecessarily being scheduled.
Key Points
Comparing Inactive status to Financial Hold status
Bringing the customer back to Active
Bringing back the Work Orders
Updating customer settings before making the account inactive
Note Financial Holds preserves Work Orders in the Work Orders tab. If you want to keep the Work Orders in the customer's account, place the customer on Financial Hold.
If you bring a customer back from Inactive you'll need to bring back the work orders, if it's the same service being continued.
In the following example a customer with a monthly service became inactive, and then became active on July 30, 2018.
Bringing the customer back to Active:
Go to Dashboard > Customers
In the Tag Pane on the left, click Inactive
Find the customer and click the customer's name
In the customer's billing page, click the Edit button in the top center of the page
Next to Status, click Inactive, and then click Active
Click Save in the upper-right corner
Bringing back the Work Orders:
Go to the Dashboard > Sales > Work Orders
Click Work Orders in the upper-left corner of the browser, click Archived
Filter the From and To date range
Using the date above, you'd filter From July 30, 2018 and To September 30, 2019*
Enter the customer's name
Click Filter
Select all the Work Orders you want to bring back
If you want to bring them all back, click the check box to the left of StatusClick the Bulk Actions button
Click Restore
* It's always a good idea to filter an extra month or two just to make sure you get them all.
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Before making the customer Inactive, you can also create a PDF of the Work Order, save it, and attach it as a note.
Follow these steps to save the Work Orders for future reference:
Click the printer icon to the right of the work order
2. Save the pdf file to your hard drive
3. Click Create a New... Note
4. Click Choose File
5. Upload the Work Order PDF file
6. Explain what you're doing in the notes section
7. The information is stored in the Notes tab
8. Put the customer on Inactive Status
The work order will disappear from the work order tab and the PDF file of the Work Order will still be in the Notes tab.
Note You can also copy the billing and service information into the location Sticky Note for when the time comes to activate the customer. You'll have the information.
