Customers
Editing customers
Update contact info, addresses, and preferences on existing records.
Overview
Update contact info, addresses, and preferences on existing records.
Open the customer, click Edit, and update fields. Changes apply to future documents; past PDFs keep the information they were sent with.
In the office
Open Customers from the sidebar. Each record ties together estimates, jobs, invoices, portal access, and communication history for one client.
Use one customer record per billing contact, even when they have multiple properties. Add service addresses on the job or property fields when needed.
What belongs on the customer record
Keep legal name, best phone number, and email current. Gate codes, dog warnings, and access notes save your crew time on every visit.
Next step
Continue with Searching customers.