Watch the video or scroll down for step-by-step instructions.
Tiers: All
Step-by-step instructions
1. Tap on Customers > tap on customer name.

2. Tap Edit.

3. Scroll down and tap Make Inactive.

4. Tap to select any/all work orders and route assignments you do NOT want to delete, then tap Make Inactive.


5. Tap Inactive to locate the inactive customer.

