To modify a customer or job address for a record, please use our web portal, as this feature is not available in our mobile application.
Updating a Customer
Navigate to the "Customer" Section
In the top navigation bar, locate and click on "Customers".Select Customer
On the Customers page, select the customer you would like to modifyEdit details
Edit the field you want changed and then press saveSelect Record
After saving, go to the customer's history to locate the record you want to updateEdit Record
On the right hand side you will see an edit button, select thatApprove & Preview
Without making any changes, select Approve & Preview. This should update the record with the changes you have made. If a pop up appears asking if you'd like to change the issue date, select no.
Updating a Job Address
Navigate to the "Job Addresses" Section
In the top navigation bar, locate and click on "Job Addresses".Select Job Address
On the Job Address page, select the job address you would like to modifyEdit details
Edit the field you want changed and then press saveSelect Record
After saving, go to the job addresses' history to locate the record you want to update and repeat the steps as you would when modifying a customer.