Delete a customer

Topic

Learn how to delete a customer, which can be helpful if you've accidentally created duplicates or need to remove customers you did not complete work for.

Web Instructions

1. Navigate to the Customers page.
2. Search for and select the customer you want to Delete.
3. Select Options.
4. Select Delete Customer.
   
   

Note: Customers cannot be deleted if they have any Quotes, Jobs or Invoices. They would instead need to be Archived, see here for info on this: Archive a Customer

Mobile Instructions

1. Navigate to the Customers page.
2. From here search for and select the customer.
3. Select the three dots
4. Select Delete. (You can also Archive from this same menu if the Customer is already in use).

Note: Customers cannot be deleted if they have any Quotes, Jobs or Invoices. They would instead need to be Archived, see here for info on this: Archive a Customer

Clear Unused Customers (Bulk Delete)

On Tradify Web, the Customers page also has an option to clear all unused customers. To do this, select Options > Clear Unused Customers. This deletes every customer (active and archived) that has no Quotes, Jobs, Invoices, Recurring Jobs or Recurring Invoices, all at once, together with their sites and notes.

Note: Clearing unused customers is permanent and cannot be undone in Tradify. Before proceeding, export your customer list (How To Export Customers) so you can re-import it if needed. To simply tidy your list, consider archiving customers instead, so they can be restored anytime.

Additional Information

For more info on customers, see here: How To Export Customers