Customer Management

34 articles

Articles

New Add Customer FlowThis new flow is in addition to the current option

Customer Profile - General Info

How to add a new customer

How to add contact method

How to log a callThis is an internal CRM option within the customer profile

Customer ContactHow to add or update a customer contact

Beneficial owner contactsAbility to save Owner information separate from Acct & Contact information

Attach contracts to a customer profile

Active & Deactivated Account Search

Customer Account & Location Page

Configured Service DisplayOverview of how configured services display in Hauler Hero and how their configuration determines what information appears on customer accounts.

Customer Profile Activity HistoryYour go-to place for tracking important account changes at a glance.

Can I import my customers into Hauler Hero?

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

Account GroupsEasily set accounts into groups to bulk add note, tags, etc

Account Group Filters

Bulk Actions for Default Account Groups

Add a new customer

Contract Expiration DateStay ahead of contract renewals

Service LocationsOverview of the Customer Services Tab

How to add an address not recognized by the map systemTypically in rural or new developed areas

Deactivate a locationHow to deactivate a location

How to enable "inherit billing profile settings"Explains how to access and enable (or disable) the "inherit billing profile settings" to ensure customers' payment terms and billing profile remain aligned.

Collections

Suspension10 articlesAutomated & Manual Suspension settings / setup