Manage customer details and properties

Keep the customer record current so teams use the right contact and property context when they quote, schedule and invoice work.

How to update a customer record

1. Open Customers and select the customer.
2. Select Edit to update the main customer information.
3. Open the customer’s Properties or Contacts area to manage service locations and named contacts.
4. Save the changes.

Tips

• Use a property record for each service location that needs to be scheduled.
• Archive a contact when it should no longer be used instead of relying on old contact details.