When should I change ownership?
Change ownership when a customer sells a site or piece of equipment to another customer. This transfers the asset to the new customer for invoicing and recordkeeping purposes, while preserving the full service history from the previous owner.
How do I change the owner of a site or equipment?
- In Handyman Office, go to the Service module (CTRL+F6)
- Find and select the site or equipment whose ownership is changing
- Right-click and select Change owner, or click the Change owner button in the left-hand menu
- The Change owner wizard opens
- Select the new customer from the customer list
- Review the transfer details and confirm
- Click Finish to complete the transfer
The site or equipment now appears under the new customer. The service history, including all previous orders and service records, is retained and visible from the new customer's record.
What happens to existing contracts after a change of ownership?
Active service contracts linked to the transferred site or equipment need to be reviewed separately. Depending on the agreement, you may need to terminate the existing contract and create a new one under the new customer, or transfer the contract using the contract transfer function in the Service module.