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Transferring Service Locations

How to transfer service locations from one customer to another

Angela avatar
Written by Angela
Updated over a year ago

You can easily transfer a service location and all of its backflow assemblies to from one customer to another. This can be helpful when a property changes ownership or when a property management company starts working with a new location already in your system. 

1. Open the Customer page from whom you want to transfer a service location.
2. Scroll to right above the first service location.

3. Click Transfer Service Locations.

4. Select one or more service location(s) that you want to transfer to another customer.
5. Select the customer to whom you want to transfer the selected service location(s) from the Select Recipient of Service Locations dropdown list. 

6. When you are finished, click Transfer Selected Service Locations to Customer.

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