All Collections
Customer Profile
15 articles
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
Hauler Hero / TrashBolt integration
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