Customers can only be deleted or restored on our web portal - please log in to the website here before proceeding.
Deleting A Customer
Navigate to the "Customers" Section
In the top navigation bar, locate and click on "Customers".
Locate Customer
Use the search box to find the customer you wish to delete.
Open and Delete Customer
Navigate to the customer detail page and click the "Delete" button located on the right side.
Delete Relevant Data
You will be prompted to delete any customer-related data, such as jobs, job addresses, and appliances. Simply select the items you wish to delete and then click "Yes."
Restoring A Customer
Navigate to the "Customers" Section
In the top navigation bar, locate and click on "Customers".
Navigate to the "Archived" Section
On the customer page, find and click on the "Archived" tab.
Locate Deleted Customer
Use the search box to find the deleted customer if needed
Open and Restore Customer
Navigate to the customer detail page and click the "Restore" button located on the right side.
Restore Relevant Data
You will be prompted to restore any customer-related data, such as jobs, job addresses, and appliances. Simply select the items you wish to restore and then click "Yes."