To manage your customers effectively, you must understand the difference between active and inactive customers. Understanding these distinctions allows you to tailor your marketing efforts and re-engage inactive customers, fostering loyalty and driving business growth.

Active customers are those who currently have jobs associated with them. Once a job is successfully invoiced and completed, and there are no additional jobs linked to that customer, they transition to inactive status. To maintain a thriving relationship, it’s crucial to keep customers engaged with ongoing projects and services, ensuring they remain active.

Inactive customers are defined as those who do not have any active jobs currently associated with them. This can occur if no job has ever been created for them or if all their previous jobs have been invoiced or completed. Identifying these inactive customers provides a valuable opportunity to assess their needs and explore ways to re-engage them, fostering renewed relationships and business growth.

To reactivate an inactive customer, you need to create or assign a job for them. This action will make the customer active again. If a customer becomes inactive, no information will be lost; they will remain inactive until another job is assigned or created for them.

With Fergus, you can effortlessly monitor your customer status, identifying those with active jobs and those who are currently inactive. This empowers you to proactively re-engage with your clients, ensuring that no opportunity for business is overlooked. Stay ahead of the game and maximize your potential with Fergus!