How to Change or Update a Customer Address

This explains how to update or correct a customer’s address in the system. After editing the address, you must delete any incorrect entries and recreate jobs if they were created with the wrong address to prevent scheduling mistakes.

Step-by-Step

1. Access Customer Details

   • Go to the Customer record.

   • Click on the incorrect address and select View Details.

2. Edit the Address

   • Correct the typo or error (e.g., change 13390 → 13309).

   • Click Save to update the address.

   • The system will reconfigure any related square footage or details.

3. Delete Incorrect Address

   • Click on the incorrect address entry.

   • Select Delete → Yes/Continue to remove it from the system.

4. Check Existing Jobs

   • Existing jobs created with the old address will still have the incorrect address.

   • Review these jobs to prevent cleaners from going to the wrong location.

5. Recreate Job if Needed

   • Create a new job using the corrected address.

   • Select the appropriate Service Type (e.g., Weekly Solos).

   • Resume the subscription and ensure all future jobs use the corrected address.

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Notes

• Always verify the corrected address matches the customer’s actual location to avoid errors.

• Deleting the wrong address does not automatically update past jobs; they must be recreated.

• Keep a record of changes to communicate with cleaners if a mistake was previously made.