Edit a Customer

After you add a customer, you'll be able to make changes to the customer and their information at any time.

In this article, you'll learn how to edit a customer.

Before You Start

  • To learn how to add a new customer, check out Adding a Customer
  • To learn how to search for a customer, watch this video about How to search
  • If a customer is deactivated, you will need to reactivate that customer before you can edit their information
  • You will need Manager, Admin or Owner level permission to edit customers

Find the customer you want to edit

To find a customer, follow these steps:

  1. Use the Global Search or navigate to Customers
  2. Use the Search box to quickly locate a customer by full or partial: customer number, customer name, company/organization name, address, city, email address or phone number
  3. You can also use Sort by and Filter by options to refine a long list of customers
  4. If you do not see the customer you are looking for, click Filter by
  5. Check Show inactive customers

  6. Click Close
  7. You will now see active and inactive customers in the list

Edit Customer Details

Customer details include contact information and billing information.

To edit customer information, follow these steps:

  1. Once you find the customer you want to edit, click the Down Arrow next to View Customer
  2. Click Edit Customer from the list of options that appear
  3. You will see the Edit Customer form
  4. Add, change, delete or replace the Customer Details in the fields provided
  5. Once you're finished, click Close

Add or Assign a Site to a Customer

If you need to add a new site for a customer, here's how:

  1. Scroll down on the customer details page
  2. Open the Sites tab (it should already be open) 
  3. Click Add New Site
  4. Follow these steps: How to Add a Site

If you want to assign an existing site to a customer, follow these steps:

  1. Open the Sites tab
  2. Click the down arrow next to Add New Site
  3. Click Assign site from the list of options that appear
  4. Use the site search in the lightbox that appears to search by address, city and zip code
  5. Once you find the site you're looking for, click inside the gray circle
  6. The site will become highlighted in orange
  7. To change your selection, search again or click another gray circle
  8. Once you've selected the site you want, click Create Association
  9. The site you selected will now appear in the list of sites
  10. To add a system to a site, check out Add a System to a Site

Edit Contacts

To edit the contacts associated with a customer, follow these steps:

  1. Click the Contacts tab
  2. Find the contact you want to edit and click Edit Contact

  3. You will return to the Edit Customer Details form
  4. Edit or update the customer contact information
  5. Once you're finished, click Close
  6. To add a new contact, click the Contacts tab again
  7. Click Add New Contact
  8. You will return to the Edit Customer Details form
  9. Click Add new contact
  10. Once you're finished, click Close
  11. To delete a contact, click the Contacts tab again
  12. Click the down arrow next to Edit Contact
  13. Click Delete contact from the list of options that appear
  14. On the lightbox that appears, click Confirm Delete

Edit Credit/Debit Cards

Before you start

If you would like to save credit or debit cards for a customer, you must first be setup with one of our authorized payment processors: CardConnect or Authorize.net. We recommend CardConnect because it offers special rates for ServiceCore customers. For more information about CardConnect and how you can use it along with ServiceCore, check out this page for more information.

Add a Credit/Debit Card

To add a credit or debit card, follow these steps:

  1. Click the Credit/Debit Cards tab
  2. Click Add Credit/Debit Card
  3. Type in all required information for Card details and Billing address in the fields provided
  4. Once you're finished, click Save

Delete a Credit/Debit Card

To delete a credit or debit card on file for a customer, follow these steps:

  1. Click the Credit/Debit Cards tab
  2. Find the card you want to delete
  3. To see the Name on Card and Expiration date, click CC Card

  4. Click Delete
  5. On the popup that appears, click Confirm Delete

Edit a Credit/Debit Card

At this time, it is not possible to edit a saved credit or debit card. To change the information for a saved card, please:

  1. Delete the existing card
  2. Add the new credit/debit card

Edit Jobs

To edit a job that appears on a customer page, follow these steps:

  1. Click the Jobs tab
  2. Navigate to the Job you want to edit
  3. You can search by site using the Filter by site search box
  4. Click the square plus (+)  icon at the beginning of the row for the job you want to edit
  5. Click the down arrow next to View Job
  6. Click Edit Job in the list of options that appear
  7. Once you are finished editing the job, click View Job
  8. On the job details page, scroll down to the Bill to (customer) section
  9. Click the Customer number
  10. You will then return to the Customer details page

Edit Notes

There are two types of notes for customers:

  1. Notes: These notes will be printed to service tickets and route sheets, and will be viewable on each job.
  2. Internal notes: These notes are internal and can only be viewed within ServiceCore.

To edit notes, follow these steps:

  1. Click Edit Customer Details button located in the upper portion of the customer details page
  2. On the edit customer page, type in the Notes and Internal notes in the fields provided
  3. Once you're done, click Close
  4. To view notes, click the Notes tab

Edit Reminders

Reminders are a great way to stay engaged with customers and to never miss an opportunity for follow-up, repeat or routine services. Reminders can be used for any type of customer reminder including anniversaries, special occasions, special events, even birthdays!

To edit reminders for customers, follow these steps:

  1. Click the Reminders tab
  2. Locate the reminder you would like to edit
  3. Click the down arrow next to Customer Contacted
  4. Click Edit reminder from the list of options that appear
  5. Add, change or update the information in the fields that appear
  6. Once you're finished, click Save

Additional Options for Reminders

Reminders can also be used to:

  • Keep track of when a customer was contacted about a reminder
  • Create a job directly from a reminder

Attachments

The attachments tab is a central location where you can keep important customer-related documents.

Add Attachment

To add an attachment, here's how:

  • Click the Attachments tab
  • Click Add Attachment
  • Navigate to the file on your computer, tablet or phone
  • Click Open in the window that appears

View Attachment

To view an attachment, follow these steps:

  • Click the Attachments tab
  • Click the File name of the attachment
  • Save the file to your computer, tablet or phone
  • Navigate to the file in the location where you saved it
  • Open the file on your computer, tablet or phone

Delete Attachment

  • Click the Attachments tab
  • Locate the attachment you want to remove
  • Click the red trashcan icon
  • In the lightbox that appears, click Confirm Delete

After you finish editing a customer

Once you're finished editing a customer, you may want to do the following:

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