Change Customer Categories
Customer Categories provide a tool to organize and identify your customers. This may be a two-item list that identifies Residential verses Commercial, or a very complex list where you identify their industry, type of customer they are, primary services that they use, and more. To make changes to this list, do the following steps:
- Go to the Hub and click the Customer Categories link under the Setup / Configuration section
- Click on a category to change its name, followed by the checkmark to save it
- The other attributes can be changed by clicking on them
Note: You can Delete a Category that has been used. This will remove all references to it. If it has been used, you may want to make it Inactive instead, which will remove it from any selection lists within BizScheduler but let you reactivate it so you can find those customers with that category in the future.
Related Articles
Change Attachment Categories
Attachment Categories help you organize your customer record attachments. BizScheduler lets you upload text files, word processing documents, digital photos, emails, etc., and attach them to your Customers and Jobs. Perhaps you want to attach copies ...
Change Task Categories
Task Categories provide another way to help organize Tasks. BizScheduler lets you easily create and customize your list. You may want to identify some Tasks as Administrative, some as Maintenance and others as Sales. You may create whatever ...
Change Customer Note Types
Customer Note Types provides a list that lets you identify the type of note you are creating for a customer. BizScheduler enables you to create an unlimited number of notes for your customers. By providing a Note Type, you can quickly find the ...
Change Estimate Status Options
Estimate Status Options help you quickly identify the progress of an Estimate as you move it toward a scheduled job. You can easily search for all Estimates with one or more status options to keep your focus on the highest potential customers based ...
Common Errors when exporting to QuickBooks Online
Common Errors when exporting to QuickBooks Online Job Site vs. Bill-To Customer Conflict When exporting to QuickBooks Online (QBO) there may be a conflict with the relationship between a Bill-To Customer and a Job Site that you have billed in the ...