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Customer Management

43 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
Deactivate a customer's account**Delete account**
How do I setup a Roll-off Customer?
Enhanced Aging Bucket
How to add contact method
How to log a callThis is an internal CRM option within the customer profile
Follow UpWhat are they and how do they work?
How do I add notes, and which ones do my drivers see?
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
Statements
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.
How do I update a service location’s geo pin?
How do I require a phone or billing email when creating a customer?
How do I record customer win/loss reasons?
How do I create a dynamic or static account group?

Collections

Suspension10 articlesAutomated & Manual Suspension settings / setup
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