ReferenceCustomers & equipment
Edit Customer
What it's for
Edit Customer changes the account's own details — its name, whether it is commercial, what pricing it gets, and how to reach it. Sites, equipment, and agreements are edited on the customer record itself; this form is the account header.
Reach it from Edit on a customer record. The route is
/customers/<customer>/edit.
Tabs
The form has no tabs. It is one short page.
Panels and controls
- Customer Name — what shows everywhere else in the product, "e.g. Smith Household, Acme HVAC". Renaming here renames the account on every job, invoice, and agreement that references it.
- Customer Type — commercial or residential. This drives commercial-versus- residential treatment downstream, so it is worth getting right rather than leaving on the default.
- Pricing Tier — which price book tier this customer's work is quoted at. Changing it affects new quotes and jobs, not ones already priced.
- Agreement invoices — sits after Payment terms. It starts on One per agreement ("Each installment gets its own invoice."). One per account puts this customer's agreement installments that fall due the same day on one draft, one line each. One per site does that per service site. The split rules are in Understand agreement billing and renewal.
- Phone — "e.g. (206) 555-0100".
- Email — "e.g. owner@example.com". This is also where a portal invite goes.
- Notes — free text about the account.
- Save Changes commits; Cancel discards.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Customer Name | Free text | Yes | The account cannot be left unnamed |
| Customer Type | Commercial or residential | Yes | |
| Pricing Tier | Pick a tier | No | Falls back to your default |
| Agreement invoices | One per agreement, one per account, or one per site | No | Starts on one per agreement |
| Phone | Free text | No | |
| An email address | No | Needed before a portal invite can be sent | |
| Notes | Free text | No |
How to configure it
- Price book settings decide which pricing tiers exist and which is the default.
- Customer portal settings decide whether the email here can be used for an invite.
Who can see it
This screen sits behind the Customers area.
Owners, office managers and dispatchers can open it. Technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.