Updating customer details

Keep your customer information accurate and up-to-date for better service delivery

Access customer profile

Navigate to your customer list, select the customer you want to update, and click "Details" from their menu to access their profile information.

Charles

Active

Edit customer information

Update the customer's personal details including name, email, and phone number. Make sure all contact information is current for effective communication.

Customer Information

First Name Last Name

Email Address Phone Number

Update property address

Maintain accurate service address information to ensure your team arrives at the correct location and can provide appropriate services for the property type.

Property Address

Type Street Address

City State Zip Code

Add additional information

Include property-specific details and notes that help your team provide better service. This information is valuable for scheduling and service customization.

Property Size (SQFT) Notes

Set as active customer