Click the Lists icon on the left-side navigation bar.

Select Customers from the list. Check out Add Customers to learn more about adding customers to your shop.

Search the list for the customer for whom you’d like to edit the contact information. Click on their name to open up the customer info menu.

Select the … ellipsis on the right-hand side and select Edit Customer to edit customer information.

A customer may have more than one phone number or email address.

Select Add Phone or Add Email to add additional phone numbers and email addresses to the customer profile.

Select the star icon next to the customer’s preferred primary number and email.

Select SMS, Email, or Both to mark the customer's preferred contact method. This will be the default contact method when communicating with the customer.

It may come up that a customer wants communication for a specific estimate to go to their non-primary contact method.

From within the estimate, select the Customer tab on the right-side panel.

Select the phone number or email address to open a dropdown menu to select the preferred contact method for this specific estimate.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!