One Click - Customer Record - Service Location Status Management (Active/Inactive)
Users can now manage the status of Service Locations in the Customer Record.
This feature allows users in the Command Center (Web) to set a Service Location as Active or Inactive, helping maintain accurate customer records.
When switching between locations, both the Command Center and the Mobile Apps (iOS and Android) display Active and Inactive Service Locations, giving users full visibility into all customer addresses.
If a Service Location is marked as Inactive, users will not be able to create a Service Call, Invoice, or Service Agreement for that location.
Additionally, if a customer has only one Service Location, the system prevents users from setting it to Inactive.
This feature ensures better data accuracy and prevents operations on inactive locations.
Screenshots
Notes:
- The ability to set Service Locations to Active or Inactive is available in both the Command Center (Web) and the Mobile Apps (iOS and Android).
- When a Service Location is Inactive, users cannot create Service Calls, Invoices, or Service Agreements, etc for that location.
- If a customer has only one Service Location, it cannot be set to Inactive.
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