Change a customer's name, phone or email.

Open any job for that customer and make the change in the Customer section of the job. The change is saved on the customer, so it shows on all of their jobs and in the Customers list. The customer's own page has no edit button.

Steps

1. Open Customers, click the customer, and click any job in Service history.
2. On the Details tab, find the Customer section.
3. Click Customer name, Phone or Email. A box opens with the current value.
4. Type the new value and press Save. Press Cancel to close it without changing anything.
5. To change where the customer lives, click Address in the same section, correct it and press Save.

Good to know

You can type a phone number with or without dashes. JobField formats it for you as you type.

A name cannot be left empty. If you try, JobField shows Name can't be empty and keeps the old name. A phone number or an email can be removed by clearing the box and pressing Save.

The address belongs to the job, and changing it also updates the address saved on the customer. That is the city you see next to the customer in the Customers list.

Only owners, admins and dispatchers can change a customer's name, phone or email. Technicians cannot change them.