A customer has unpaid invoices and you don't want to book more work until they settle up.

A customer disputed a finished job and you've decided not to work with them again.

A lead keeps canceling or isn't home for scheduled visits.

Someone keeps calling about work your business doesn't do.

You want your office staff and technicians to know at a glance who not to book, without relying on someone remembering.

Your team sees it - a red Do Not Service tag appears on the account, in the accounts list, in search results, and on the account's proposals, work orders, invoices, and appointments.

New work triggers a warning - creating a new proposal, invoice, credit memo, or change order shows a warning first. You can cancel or continue.

The Customer Portal turns off - the customer can't open their portal while the account is flagged.

The red Do Not Service tag shows on the account, in the accounts list, in search results, and on the account's jobs, proposals, and appointments.

Before creating a new proposal, invoice, or change order for a flagged account, you see a warning with the reason your office entered. You can cancel or continue.

Technicians can still finish existing jobs for a flagged account, including logging time, adding materials, and collecting payment.

Always add a reason. "Bounced check, March 2026" tells the next dispatcher more than the tag alone, and saves a call to the office.

Close out open work first. Flagging doesn't stop existing jobs or invoices, so finish the work and collect what you're owed as usual.

Save a Do Not Service filter preset. Review the list monthly and switch back accounts that have paid up or earned another chance.

Add the Service Status column to your accounts list. Your office sees the status before opening an account or picking up the phone.

Treat the warning as a pause, not a pass. If you continue past it, make sure the account owner or manager agrees.

Do Not Service is internal only. It never appears in the Customer Portal, customer emails, or on proposals, invoices, credit memos, or change orders - including their preview pages.

The Customer Portal is turned off for a flagged account, and portal links can't be sent or regenerated. Switching back to Serviceable restores the portal with its previous settings. See Customer Portal.

The status applies to the whole account, including all of its service locations.

Flagging warns but never blocks. Nothing existing is canceled or changed.

You need permission to edit accounts to change the service status. Without it, you can see the status but not change it.

Team members with limited account access see the tag but not the reason.

The service status can only be changed in the Web App.