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Automatically suspend all related activities for a customer with a button click.
by Joblogic MarketplaceWith the Customer Suspension Tool, you can expedite the time-consuming process of cancelling contracts. The tool is designed to automatically suspend every item associated with a customer, including sites, assets, jobs, and contracts. This efficient suspension process saves your service delivery team valuable time and enhances their productivity, allowing them to focus on revenue-generating activities.
Key Benefits
Temporarily block a customer from receiving new jobs, quotes, or invoices.
Quickly enforce credit holds or service pauses without deleting records.
Record the reason for suspension, such as overdue payments, contractual issues, or requested pauses.
Maintain a clear audit trail for future reference.
Prevent engineers, sales teams, and back-office staff from logging new work for suspended customers.
Reduce the risk of delivering services before resolving account issues.
Suspension status is clearly displayed in customer profiles, job creation screens, and scheduling views.
Ensures all staff are aware before engaging with the customer.
Reinstate suspended customers instantly once issues are resolved.
Maintain full history of suspensions for reference.
Link suspensions to outstanding invoices or credit limit breaches.
Use as part of your debt recovery process.
Generate reports on suspended customers, reasons, and suspension durations.
Track trends to identify recurring issues or risky customer profiles.
Limit the ability to suspend or reinstate customers to authorised staff only.
Protects against accidental or unauthorised changes.
If you prefer reading, we’ve got you covered! Check out our User Guide here.
With the Customer Suspension Tool, you can expedite the time-consuming process of cancelling contracts. The tool is designed to automatically suspend every item associated with a customer, including sites, assets, jobs, and contracts. This efficient suspension process saves your service delivery team valuable time and enhances their productivity, allowing them to focus on revenue-generating activities.
Key Benefits
Temporarily block a customer from receiving new jobs, quotes, or invoices.
Quickly enforce credit holds or service pauses without deleting records.
Record the reason for suspension, such as overdue payments, contractual issues, or requested pauses.
Maintain a clear audit trail for future reference.
Prevent engineers, sales teams, and back-office staff from logging new work for suspended customers.
Reduce the risk of delivering services before resolving account issues.
Suspension status is clearly displayed in customer profiles, job creation screens, and scheduling views.
Ensures all staff are aware before engaging with the customer.
Reinstate suspended customers instantly once issues are resolved.
Maintain full history of suspensions for reference.
Link suspensions to outstanding invoices or credit limit breaches.
Use as part of your debt recovery process.
Generate reports on suspended customers, reasons, and suspension durations.
Track trends to identify recurring issues or risky customer profiles.
Limit the ability to suspend or reinstate customers to authorised staff only.
Protects against accidental or unauthorised changes.
If you prefer reading, we’ve got you covered! Check out our User Guide here.