How to Edit a Customer in FieldTask

Learn how to update your customer’s information, including their contact details and service locations.

To edit a customer:

• From the left sidebar, go to Customers.
• Find the customer you want to edit.
• Under the Actions column, click Edit.

On the Customer Details page, you can update:

• Customer Name
• Customer Email
• Customer Phone Number
• Customer Location
• • You can also add new locations for the customer.

• Once you have made the required changes, click Update to save them.

If you need to remove a customer, follow the Delete a Customer article. To add a new customer, follow the Add a Customer article.