Deactivate or Reactivate Customers

In ServiceCore, you can deactivate customers you no longer work with while preserving their historical data. Deactivating a customer prevents them from appearing in your active customer list and prevents new job or invoice creation. If a customer becomes active again, you can always reactivate them. 

Before You Start

Here are a few things to know before you continue:

• Deactivating a customer does not delete their jobs, rentals, invoices, or other historical data.
• Reactivating a customer restores them to your active customer list and allows you to start booking work for them. 
• To see if you have user permissions to deactivate or reactivate customers, please review this article.

Deactivate a Customer

To deactivate a customer:

1. Click on the Customers tab on the top left.
2. Search and find the customer.

3. Click the “Edit Customer” icon in line with the customer.

   
   
    

4. Scroll to the bottom of the Edit Customer page and click “Deactivate this Customer.”

   
   
    

5. Click “Confirm Deactivation.”

   
   

View Inactive Customer

To see customers who have been deactivated:

1. Click on the Customers tab on the top left.
2. Click the “Filter” button.
3. Enable “Show inactive customers” in the menu.
    

After enabling “Show inactive customers,” you can locate deactivated customers as they appear grayed out in your customer list.

Reactivate a Customer

If a customer needs to be reactivated:

1. View inactive customers in your Customer list.
2. Search and find the customer.
3. Click the “Reactivate Customer” icon in line with the customer.
    

The reactivated customer will now appear in your active customer list, no longer grayed out.
 

After reactivating a customer, review their contact and billing information to confirm they are current.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!