As a contractor, you might have a sub-contractor or more set up in your account (e.g; property manager). In some cases, you may need to move a specific customer under their account so you both can manage. Using your MULTI-SITE MANAGER feature, you can MOVE a customer to a sub-contractor account with just a few short steps.
Please view the steps below to make these changes (e.g: John Smith).
| Step 1 | Step 2 |
Click on the MULTI-SITE MANAGER  icon on the upper right-hand side, then MY CUSTOMERS. If using a PC, click on the MULTI-SITE MANAGER  icon on the upper right-hand side, then MY CUSTOMERS. |
Scroll down to my customer's section and select the CUSTOMER name that will be moved. |
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| Step 3 | Step 4 |
| Click on the THREE-DOT icon next to the controller name. Select MOVE CUSTOMER (e.g. John Smith) | Select the sub-contractor account to which you’re moving the controller and click MOVE. |
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The customer is now under a sub-contractor (San Marco Landscapes, Inc.) and both companies can now manage.
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