Before you start
- You can open the customer record that needs to be fixed.
What you'll do
Update the customer record so the team is working from the right details going forward.
Do this
- 1
Open the customer profile
Go to the customer list and select the account that needs to be updated.
- 2
Fix the details that changed
Update phone, email, address, service notes, tags, or billing details as needed.
- 3
Save it before sending anything else
Double-check the changes before the next quote, route, or invoice goes out.
Best time to do it
Update the record as soon as the customer mentions a change so the office is not carrying bad information into the next visit.
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
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