---
title: Customer- On Hold Feature
description: Customer- On Hold Feature
---
[Skip to content](https://learn.getservicebox.com/customer-on-hold-feature#main-content)
English
Show submenu for translations
[](https://learn.getservicebox.com/knowledge-base?hsLang=en)
Open main navigation
Close main navigation
- English
Show submenu for translations
How can we help you?
- There are no suggestions because the search field is empty.
1. [ServiceBox Support Knowledge Base](https://learn.getservicebox.com/?hsLang=en)
2. [Customer](https://learn.getservicebox.com/customer?hsLang=en)
3. [FAQ](https://learn.getservicebox.com/customer?hsLang=en#faq)
# Customer- On Hold Feature
## The On Hold Customers feature in ServiceBox allows administrators to flag customers as "On Hold," restricting how team members interact with these accounts based on their security settings. This helps prevent unauthorized work or quotes from being created for customers who may be under review or have outstanding issues.
### Using the "On Hold Customers" Feature
This feature enables users to place a customer *On Hold*, limiting their interaction with that customer depending on their user permissions.
### How It Works
Once the feature is enabled, users with different security roles will see different behaviors:
- **Basic Users** may not be able to add an "On Hold" customer to quotes or work orders.
- **Admins** may see a warning when attempting tasks involving an "On Hold" customer, but can proceed depending on their permissions.
### How to Activate the Feature
1. Log into your ServiceBox account.
2. Click the dropdown in the top-right corner of your screen and select **Settings**.
3. In **Settings**, click the **Plan** tab.
4. Navigate to the **Features** section.
5. Check the box labeled **On Hold Customers**.
Once enabled, security settings will determine each user's level of access regarding these customers.
[](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/19099064883/original/Bu8Ndd3bUN-uWZor567zm6Zq24ICcjMeMw.png?1663015941)
### Understanding Security Settings
There are two key security permissions related to this feature:
- **Can Set/Unset Customers On Hold**
Grants the ability to mark a customer as *On Hold* or remove that status.
- **Can Add On Hold Customers**
Allows users to add "On Hold" customers to quotes or work orders, but displays a warning message before they proceed.
### **Need Help?**
If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.
- [Video Learning](https://learn.getservicebox.com/video-learning?hsLang=en#main-content)
- [Accounting Integrations](https://learn.getservicebox.com/video-learning?hsLang=en#accounting-integrations)
- [FAQs](https://learn.getservicebox.com/faqs?hsLang=en)
- [Getting started](https://learn.getservicebox.com/getting-started?hsLang=en#main-content)
- [User Guides](https://learn.getservicebox.com/getting-started?hsLang=en#user-guides)
- [ServiceBox Mobile](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#getting-started)
- [User Guide Technician](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-technician)
- [User Guide Admin](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#user-guide-admin)
- [FAQ](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#faq)
- [New Release](https://learn.getservicebox.com/servicebox-mobile?hsLang=en#new-release)
- [Invoices](https://learn.getservicebox.com/invoices?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/invoices?hsLang=en#getting-started)
- [Advanced Functionality](https://learn.getservicebox.com/invoices?hsLang=en#advanced-functionality)
- [User Guide](https://learn.getservicebox.com/invoices?hsLang=en#user-guide)
- [FAQ](https://learn.getservicebox.com/invoices?hsLang=en#faq)
- [Quotes](https://learn.getservicebox.com/quotes?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/quotes?hsLang=en#getting-started)
- [User Guide](https://learn.getservicebox.com/quotes?hsLang=en#user-guide)
- [Advanced Functionality](https://learn.getservicebox.com/quotes?hsLang=en#advanced-functionality)
- [FAQ](https://learn.getservicebox.com/quotes?hsLang=en#faq)
- [Work Orders](https://learn.getservicebox.com/work-orders?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/work-orders?hsLang=en#getting-started)
- [User Guide](https://learn.getservicebox.com/work-orders?hsLang=en#user-guide)
- [Advanced Functionalities](https://learn.getservicebox.com/work-orders?hsLang=en#advanced-functionalities)
- [Work Order - FAQ](https://learn.getservicebox.com/work-orders?hsLang=en#work-order-faq)
- [Job Sites](https://learn.getservicebox.com/job-sites?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/job-sites?hsLang=en#user-guide)
- [Advanced Functionality](https://learn.getservicebox.com/job-sites?hsLang=en#advanced-functionality)
- [FAQ](https://learn.getservicebox.com/job-sites?hsLang=en#faq)
- [Recurring Work](https://learn.getservicebox.com/recurring-work?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/recurring-work?hsLang=en#user-guide)
- [FAQ](https://learn.getservicebox.com/recurring-work?hsLang=en#faq)
- [Scheduler](https://learn.getservicebox.com/scheduler?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/scheduler?hsLang=en#user-guide)
- [Advanced Functionality](https://learn.getservicebox.com/scheduler?hsLang=en#advanced-functionality)
- [FAQ](https://learn.getservicebox.com/scheduler?hsLang=en#faq)
- [Timesheets](https://learn.getservicebox.com/timesheets?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/timesheets?hsLang=en#user-guide)
- [Advanced Functionality](https://learn.getservicebox.com/timesheets?hsLang=en#advanced-functionality)
- [FAQ](https://learn.getservicebox.com/timesheets?hsLang=en#faq)
- [Inventory](https://learn.getservicebox.com/inventory?hsLang=en#main-content)
- [User Guides](https://learn.getservicebox.com/inventory?hsLang=en#user-guides)
- [FAQ](https://learn.getservicebox.com/inventory?hsLang=en#faq)
- [Vendor Orders](https://learn.getservicebox.com/vendor-orders?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/vendor-orders?hsLang=en#getting-started)
- [Advanced Functionality](https://learn.getservicebox.com/vendor-orders?hsLang=en#advanced-functionality)
- [User Guide](https://learn.getservicebox.com/vendor-orders?hsLang=en#user-guide)
- [FAQ](https://learn.getservicebox.com/vendor-orders?hsLang=en#faq)
- [Reporting](https://learn.getservicebox.com/reporting?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/reporting?hsLang=en#getting-started)
- [FAQ](https://learn.getservicebox.com/reporting?hsLang=en#faq)
- [User Guide](https://learn.getservicebox.com/reporting?hsLang=en#user-guide)
- [Integrations](https://learn.getservicebox.com/integrations?hsLang=en#main-content)
- [Accounting Connector](https://learn.getservicebox.com/integrations?hsLang=en#accounting-connector)
- [ServiceBox Payments](https://learn.getservicebox.com/integrations?hsLang=en#servicebox-payments)
- [Product Updates](https://learn.getservicebox.com/product-updates?hsLang=en)
- [Data Services](https://learn.getservicebox.com/data-services?hsLang=en#main-content)
- [FAQ](https://learn.getservicebox.com/data-services?hsLang=en#faq)
- [QuickBooks Desktop](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#user-guide)
- [Getting Started](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#getting-started)
- [FAQ](https://learn.getservicebox.com/quickbooks-desktop?hsLang=en#faq)
- [QuickBooks Online](https://learn.getservicebox.com/quickbooks-online?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/quickbooks-online?hsLang=en#getting-started)
- [User Guide](https://learn.getservicebox.com/quickbooks-online?hsLang=en#user-guide)
- [FAQ](https://learn.getservicebox.com/quickbooks-online?hsLang=en#faq)
- [Printing](https://learn.getservicebox.com/printing?hsLang=en)
- [Sage 50 (Canada)](https://learn.getservicebox.com/sage-50-canada?hsLang=en#main-content)
- [Configuration](https://learn.getservicebox.com/sage-50-canada?hsLang=en#configuration)
- [FAQ](https://learn.getservicebox.com/sage-50-canada?hsLang=en#faq)
- [User Guide](https://learn.getservicebox.com/sage-50-canada?hsLang=en#user-guide)
- [First Steps for ServiceBox Users](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#user-guide)
- [FAQ](https://learn.getservicebox.com/first-steps-for-servicebox-users?hsLang=en#faq)
- [Configuring Your ServiceBox Site](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#getting-started)
- [User Guides](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#user-guides)
- [FAQ](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#faq)
- [Advanced Functionality](https://learn.getservicebox.com/configuring-your-servicebox-site?hsLang=en#advanced-functionality)
- [Customer](https://learn.getservicebox.com/customer?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/customer?hsLang=en#user-guide)
- [Advanced Functionality](https://learn.getservicebox.com/customer?hsLang=en#advanced-functionality)
- [FAQ](https://learn.getservicebox.com/customer?hsLang=en#faq)
- [Notes](https://learn.getservicebox.com/notes?hsLang=en)
- [To Dos](https://learn.getservicebox.com/to-dos?hsLang=en#main-content)
- [Getting Started](https://learn.getservicebox.com/to-dos?hsLang=en#getting-started)
- [To Dos - User Guide](https://learn.getservicebox.com/to-dos?hsLang=en#to-dos-user-guide)
- [Vendor](https://learn.getservicebox.com/vendor?hsLang=en#main-content)
- [User Guide](https://learn.getservicebox.com/vendor?hsLang=en#user-guide)
[![sblogo-whiteandtransparent120x30\[8666\]](https://learn.getservicebox.com/hs-fs/hubfs/sblogo-whiteandtransparent120x30%5B8666%5D.png?width=120&height=30&name=sblogo-whiteandtransparent120x30%5B8666%5D.png "sblogo-whiteandtransparent120x30[8666]")](https://learn.getservicebox.com/knowledge-base?hsLang=en)
Copyright © 2026