Editing a Customer Profile
To make changes to the core data:
Click the Edit button in the top right corner.
A side panel titled Edit Customer will open.
Update fields such as First/Last Name, Customer Type (Homeowner, Business), or Contact Details.
Customers don't receive Text or Email communication? Check and make sure the Send Text Notification toggle is turned on to see if the customer has opted in or out of automated notifications.
Click Save.
Tip: Required fields are marked with a red asterisk (). If you see an error, check that all mandatory fields are filled.*
Need more help? Reach out anytime through the in-app Chat (bottom-right corner) or email us at [email protected] — our team will gladly assist you.