How to add the Burn List badge to a client card
You can add the Burn List badge from the Online Dashboard or from the ServiceM8 mobile app. TIP: Including a note about why the burn list badge was applied is a good practice. You may want to differentiate if you will completely refuse to do business with the client in the future, or if you will require upfront payment (or other conditions) before accepting new jobs.
Adding the badge in the Online Dashboard
- Go to Account > Clients.
- Find the relevant client, and click Open Client.
- Badges appear on the right of the client card. Click the Burn List badge to apply.
- Click Save.
Adding the badge in the ServiceM8 mobile app
- At the bottom of your screen, tap More.
- Tap Clients.
- Find and tap the relevant client.
- Tap Add Badge.
- Tap the Burn List badge.
Opening a new job for a client with the Burn List badge
If a client has an active Burn List badge, a warning will appear if a new job is created for them. Upon seeing the warning, you should go through their client Diary and/or past jobs to determine if you are willing to move forward with a new job and, if so, what precautions you should put in place first.