Customer / Account Page
25 articles
Customer Account & Location Page
Bulk Actions for Default Account Groups
Account GroupsEasily set accounts into groups to bulk add note, tags, etc
Changing Bill profiles in bulkIf you have created a new bill profile and want to switch all accounts on the original to the new, follow these easy steps
Active & Deactivated Account Search
Account Group Filters
Deactivate a locationHow to deactivate a location
Add a new customer
Follow UpWhat are they and how do they work?
Container / Serial Number
Customers with multiple locations
Deactivate a customer's account**Delete account**
Customer ContactHow to add or update a customer contact
Notes
Enhanced Aging Bucket
Attach contracts to a customer profile
Suspend an Account
Suspended Accounts - Proration Options
Statements
How to add an address not recognized by the map systemTypically in rural or new developed areas
Beneficial owner contactsAbility to save Owner information separate from Acct & Contact information
Configured Service DisplayOverview of how configured services display in Hauler Hero and how their configuration determines what information appears on customer accounts.
Contract Expiration DateStay ahead of contract renewals
Service LocationsOverview of the Customer Services Tab
Customer Profile Activity HistoryYour go-to place for tracking important account changes at a glance.