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  5. Edit a Customer While Working On a Work Order

Edit a Customer While Working On a Work Order

Instructional Video:

  1. In the left column menu select the “Work Orders” link. This will take you to a page that displays all of your historic work orders.
    Location of the Work Orders menu item in the sidebar.
  2. Click the “New Work Order” button located in the top right of the Work Order listing page.
    Location of the "New Work Order" button on the work orders list page.
  3. While on the Work Order creation page. Locate the “Customers” panel. Then press the “Edit Customer” button.
    Location of the edit customer button on the work order.
  4. The edit customer modal will then load and you’ll be presented with a form for updating the customers details. Once you are done editing the customers details select the “OK” button to save the changes.
    The edit customer modal where you can edit a customers details.

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