If you need to update a customer’s contact information, business details, tags, or address, you can do so directly from the Customer Profile Page.
How to Edit a Customer
Tap the three-dot menu in the top right of the customer profile screen.
Select Edit from the bottom sheet to open the edit form.
You will now see a multi-section form divided into the following:
1. Basic Information
First Name / Last Name
Mobile Phone
Email
Client Hub Email
Customer Type (Business, Homeowner, Inspector)
2. Business Information
Company Name
Business Type
Job Title
Bill Company Toggle (Enable if the company should be billed directly)
3. Tags
You can add or remove tags here:
Use the dropdown to select existing tags.
Type to create a new one.
Tap the “x” beside a tag to remove it.
4. Additional Details
Tap to expand and edit:
Additional Email(s)
Work Phone
Home Phone
5. Address Details
Tap to expand and edit:
Primary Address, including Unit, City, State, and Zip Code
Additional Notes
Toggle if the Billing Address is the same as Primary
Toggle for Send Text Notifications
Save Changes
Once all changes are complete, tap the green Save button at the bottom of the screen.
The updates will be immediately reflected in the customer profile.