Articles on: Customer

change property for customer on job

#Change a property on a job

First check to see if the customer has the property tied to their account
- Open the job
- Click “View Customer X” in the customer card, this will open the customer page
- Under Properties see if the property already exists. If it doesn't click on add property and enter the property address

Now that you have either confirmed the property is tied to the account or added it yourself
- Go back to the job, next to the customer card should be the property card. Click change . You will be given a selection of all the customers properties.
- Select the property you wish to change to and click done


view a customer

Updated on: 11/08/2022

Was this article helpful?

Share your feedback

Cancel

Thank you!