What are the different account statuses?
- Accounts
- Scheduling Jobs
Answer
Each account can be in 1 of 3 status. While you can decide to organize your accounts with these statuses however you'd like, here is a good starting point.- Open - The account is regularly being mowed.
- Dormant - The account is usually open, but for whatever reason is on temporary hold. This can be the case over winter for example. As winter closes in and you start ticking off last mows of the season, you can switch the accounts to dormant. In the spring you switch them back to open as you get client confirmation.
- Closed - If an account is closed it probably isn't on your radar. These can be lost accounts, or simply contacts who give you a call once or twice a year for a cleanup mow.