Customer Management

27 articles

Articles

Active & Deactivated Account Search

Add a new customer

Customer ContactHow to add or update a customer contact

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

Contract Expiration DateStay ahead of contract renewals

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.

Customer Account & Location Page

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

Attach contracts to a customer profile

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.

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

Suspended Accounts - Proration OptionsProration can be configured from the Billing Profile, Customer's profile & Account groups.

Collections

Suspension8 articlesAutomated & Manual Suspension settings / setup