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ADG Product Ideas
Created by EMELY BORREGO
Created on Jan 30, 2024

The ability to copy a current builder/customer to a new account

As a rapidly growing city we have a lot of new communities being built and adding the builder’s information with each new account is a lot of unnecessary work. Being able to copy the same billing information from one acct to another will save a lot of time.

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    Cale Schweitz
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    Mar 7, 2024

    I also recommend having 1 customer account for a builder and add the locations to that single account number. Is the builder requesting separate account numbers for each location?

  • Sierra Nyberg
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    Feb 14, 2024

    Are you talking about customer accounts? We've assigned each building their account and attach the locations for their builds to that account number