Schedule a visit for an inactive customer or property

Inactive customers and properties appear in the visit form's property search with an Inactive label beside the property name. You can select them and reactivate them when saving the visit.

Where to find it: Scheduling page, Create Job / Visit, or an existing visit's edit form.

1. Select the property and enter the visit details.

2. Review the inline notice below the property explaining which records will be reactivated.

3. Save the visit.

Saving activates the selected property and its customer when either is inactive. Other inactive properties under the same customer stay inactive. Closing the form without saving leaves their status unchanged.

Automation settings stay unchanged. Recurring-service outreach can resume under those settings, including email or SMS to eligible contacts. Normal holds for services covered by an open visit still apply. Previously canceled subscriptions are not restored.

The same inline notice appears when you edit a visit whose property or customer has since become inactive.

Related guides

• Create a new visit

• Making a customer active or inactive

• Making a property active or inactive