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Pathway: Customer Account > Search > Select Account

The current status of a site is displayed in the Site section of the Customer Account Details screen. Select the status to open the Site Status History popup editor and view the status history, or change the site’s current status.

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Field

Description

Status

The current status of the site. Click on the drop down to view a list of all status’s and to assign a new status.

Status Options:

  • Active: The site is currently receiving active services.

  • Inactive: Requires the site does not have any active services for status to apply.

  • Prospect: No active services as the site is still in the sales process.

  • Vacation Hold: Active services are on hold but will continue to be billed for any monthly rates and/or fees.

  • Site Credit Hold: Only available if ‘Bill By Service Location’ Site’ in the account's setup is set to ‘Yes’. Bill By Service Location Site is used when an account has multiple sites that are individually billed.

  • Vacant: Requires the site does not have any active services for status to apply.

  • Exempt: Used in cases where a waste provider has a municipal contract (meaning they have to service all the houses in an area) but a particular property is exempt from being serviced.

Sales Stage

Indicates the stage in the sales lifecycle the prospect account is in. This field is only available for selection for the Prospect status.

Effective Date

The date the status change will go into effect.

Example: Customer calls today (9/9/22) and says they will be on vacation from 9/19/22-9/30/22. Select the Vacation Hold status and enter the Effective Date as 9/19/22.

Note

Option to include notes regarding the reason for the change of status.

Change a Site Status

  1. Select a status from the Status drop down field.

    • If Prospect is selected, select the status the prospect account is in from the Sales Stage drop down. This field is inactive for all other status selections.

  2. Enter an Effective Date.

  3. Enter a Note to record additional information for the status change. This field is optional.

  4. Select Save when finished.