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WorkSnap Pro

Customer Management

Deleting Customers

Remove customers safely

At a Glance

  • Delete customers from their profile via More > Delete (requires confirmation)
  • Deletion removes profile and notes but preserves associated invoices and estimates
  • Consider tagging as 'Inactive' instead of deleting to keep records accessible

Deleting Customers

Remove customers you no longer need from your database.

Deleting a Customer

Remove customers no longer needed:

  1. Open customer profile
  2. Click Delete or More > Delete
  3. Confirm deletion

What Happens When You Delete

Warning: Deleting a customer permanently removes their profile and contact information. This action cannot be undone.

What Gets Deleted

  • Customer profile and contact details
  • Tags associated with the customer
  • Notes attached to the customer

What Gets Preserved

Associated documents retain basic customer information:

  • Invoices - Keep customer name and address for records
  • Estimates - Keep customer details for history
  • Jobs - Keep customer reference but unlink from profile

These documents will no longer link to a customer profile, but your financial records remain intact.

Before You Delete

Consider these alternatives:

  1. Archive instead - If you might need the customer later, consider adding an "Inactive" tag instead of deleting
  2. Export first - Download a backup of your customer list before removing records
  3. Check for open balances - Ensure any outstanding invoices are resolved

Bulk Deletion

WorkSnap Pro does not support bulk customer deletion to prevent accidental data loss. Delete customers one at a time.

If you need to remove many customers, contact support for assistance.

Previous: Customer Communication Log Next: Customer Portal

What Happens Next

  1. 1Customer profile is permanently removed from your database
  2. 2Associated documents retain customer name for record-keeping
  3. 3Documents can no longer be linked to the deleted customer

Common Questions

Can I undo a customer deletion?
No, deletion is permanent. Export your customer list before deleting if you might need the information later.
What happens to invoices when I delete a customer?
Invoices keep the customer name and address for records but are no longer linked to a profile.
Is there a way to hide customers without deleting them?
Yes, add an 'Inactive' tag and filter your views to exclude tagged customers. This preserves all data.

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