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How Do I Change the Owner of a Job Address?
How Do I Change the Owner of a Job Address?

So your customer has moved or sold their property. What should you do now?

Nilesh Sujan avatar
Written by Nilesh Sujan
Updated over 2 weeks ago

How to Assign a New Owner For A Job Address:

  1. Navigate to the "Job Addresses" Section
    In the top navigation bar, locate and click on "Job Addresses

  2. Locate Customers Job Address
    Locate the job address by either scrolling or searching and open it up

  3. Select change customer
    On the right hand side, select change customer

  4. Search for new owner
    Search for the customer you would like to assign the job address to from the look up field.

    Note: This can only be reassigned to an existing customer, it will not let you create a new customer here. If you would like to assign it to a new customer, please make the customer beforehand.

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