Batch Edit & Delete Customers

A feature available in the Customer List allows for select fields to be edited across multiple customers in a single action, or multiple customers can be deleted in a single action, provided those customers do not have existing estimates, jobs, or invoices. 

Use the check boxes on the left side of the list of customer names to select which customers you would like to edit or delete. 

Batch Deleting Customers

Attempting to delete customers with historical data will result in an error message, suggesting to the user to instead make the customers inactive.  

Customers that do not have historical data can be deleted. 

Note: In My Office > Company Preferences, there is a setting to enable the requirement of a password prior to deleting. This applies to estimates, jobs, and invoices as well as customers.  

Upon entering the correct password, a final prompt will appear asking the user if they are sure they wish to delete customers. 

Deleted customers cannot be un-deleted. 

Batch Editing Customers

When the option Edit Selected is chosen, a dialogue overlay will be presented with options that can be altered for all selected customers. To edit the information in this dialogue you can either click where it says "Leave Unchanged" or you can select the [edit] option. The [clear] option will remove any values that currently exist in that field. If you choose to only change specific items in this dialogue, the ones that you do not interact with will remain as they currently exist on your customer accounts.

• Agent/Rep Assignment
  • This will be used to assign or remove an agent or rep from the selected customer accounts. In order to assign an employee to this field, please make sure the employees are indicated to receive commissions in their Workforce Management profile. Clearing this option will remove any existing Agent/Rep listed in this field.
• Assigned Contract
  • This option will allow for a Service Contract to be assigned to the customer account to be utilized for any estimates or jobs for the customer. Please make sure that you have Service Contract Terms created before attempting to assign them here. Clearing this field will remove any contracts assigned to this field.
• Bill for Drive Time
  • This will indicate to the system that you would like the selected customers to be billable for the drive time associated with jobs created for these customers. Clearing this option will change the toggle to say No, which will not bill for drive time.
• Customer Tags
  • This option will allow you to create tags and/or choose from existing tags, and update multiple customers at once.  Clearing this option will remove any tags associated with the selected customer accounts.  Please Note: You will need to include all tags that you want to be applied to the customer accounts.  If you have customers with existing tags and you do not choose those existing tags when batch editing them, those tags will be completely removed from the customer account during this process.
• Default Payment Method
  • This option will allow you to assign a payment method to be used on all jobs/invoices for the selected customers. Clearing this option will remove the payment method currently indicated on the customer account. Note: Clearing the payment method may cause issues when saving jobs or attempting to sync invoices with QuickBooks, as a payment method is a required field to save a job or to sync an invoice. 
• Discount
  • This option will allow you to assign a discount amount (usually a percentage) to selected customers. Note: that this only a reference field and will not automatically apply to estimates, jobs, or invoices created for these customers. You can learn more about creating discounts to apply to estimates, jobs, and invoices here. 
• Estimate Template
  • If you have Custom Documents as part of your Service Fusion subscription, you can easily apply a default Estimate Custom Document to the selected customers. Clearing the selection will remove any default selected on the customer account and the system will revert to the system-wide default.
• Job/Work Order Template
  • If you have Custom Documents as part of your Service Fusion subscription, you can easily apply a default Job/Work Order Custom Document to the selected customers. Clearing the selection will remove any default selected on the customer account and the system will revert to the system-wide default.
• Invoice Template
  • If you have Custom Documents as part of you Service Fusion subscription, you can easily apply a default Invoice Custom Document to the selected customers. Clearing the selection will remove any default selected on the customer account and the system will revert to the system-wide default.
• Industry
  • This option will allow you to assign an industry from a prepopulated list to the selected customers (such as Hospitals, Office Supplies, Rental & Leasing Services, etc). Clearing the selection will remove any industries selected on these customers. 
• Internal/Private Notes (These notes will only appear on the Customer Account in the Back Office)
  • This option will allow you to update internal/private notes on the selected customers. Clearing the selection will remove any internal/private notes on the selected customers. 
• Public/Work Order Notes (These notes will appear on the Customer Account in the Field Worker App)
  • This option will allow you to update Public/Work Order notes on the selected customers. Clearing the selection will remove any Public/Work Order notes on the selected customers. 
• Labor Charge Type
  • This option will allow you to choose whether the selected customers have an Hourly labor charge type or a Flat Rate labor type. If Hourly is selected, labor is automatically billed to those customers, based on the labor time clocked via job status updates. 
• Parent Account
  • This option will allow you to apply a parent account to the selected customers. This would overwrite anything that was pre-existing on the customer accounts.  Clearing the selection will remove any parent accounts from the selected customers. 
• Payment Terms
  • This option will allow you to change the payment terms across the selected customers. Clearing this option will remove the payment terms currently indicated on the customer account. Note: Clearing the payment terms may cause issues when saving jobs or attempting to sync invoices with QuickBooks, as payment terms is a required field to save a job or to sync an invoice. 
• Referral Source
  • This option will allow you to change the referral source on the selected customers. Clearing this option will remove any referral sources from the selected customers. 
• Status
  • This option will allow you to make the selected customers active, or inactive. 
• Taxable?
  • This option will allow you to make the selected customers taxable, or non-taxable. 
    • Selecting Taxable will bring up an additional field.
      • Tax Item - this option allows you to choose the specific tax item that should be applied to the selected customers.
• VIP Account
  • This option will allow you to mark the selected customers as VIP, or not. The VIP Account toggle will add a green VIP badge next to the customer name within the Field Worker App when set to Yes. 
• Email Preferences
  • This option allows you to update all contacts for the selected customers to receive Job/Estimate Confirmations, Status Updates, Payment Receipts, and/or Invoices. Clearing this option will remove any Email Preferences from the selected customers. Please note: If any of the customer contacts have any Email Preferences selected, but you don't include those specific one(s) when batch updating the customers, it will be removed. 
• Communication Preferences
  • This option allows you to update all contacts for the selected customers to have the following options available to update: Email confirmations of all jobs, Send text notification on status change, Send voice notification on status change, Notify about service specials, Send service reminders, Exclude from Customer Email Broadcast lists, Send Invoice Reminders. Clearing this option will remove any Communication Preferences from the selected customers. Please note: If any of the customer contacts have a Communication Preference selected, but you don't include that specific one when batch updating the customers, it will be removed.