Viewing and Editing a Customer


A Customer record contains the Customer information needed to navigate to a Job created on the Admin Console or create a Job from the iPhone or iPad app. This article will show you how to view, edit and delete an existing customer.

Tip: Learn how to create a new customer here


Viewing a Customer

  1. Click  from the Side Menu


  1. Click  to search for a specific customer or locate them from the list.

Tip: Click  from the top right-hand corner to be able to search by Residential or Commercial, or Active or inactive/disabled customers.


Tip: Click  (bottom right corner) to expand the list of customers beyond 10, or click 

  1. Click  from the  column on the right-hand side to view any jobs associated to this customer.


  1. Click the  from the top left to return to the main customers page
  2. Click  to view this customer’s primary address on the map
  3. Click the customer you want to view. This will open the customer details


  1. Click any of the tabs to move between Contact, Address, Checklist and Financial


Tip: Move between the tabs and click  at the end If you need to make changes in more than one tab. 


Editing an Existing Customer

  1. Click  from the Side Menu
  2. Click the Customer you wish to edit to open the Edit Customer page



The contact tab provides an overview of the customer’s main contact information and location.

  1. Click  from the tabs at the top of the page (this is the default page that opens when you select a customer account from 
  2. Click on any field you wish to change and update the information

Tip: Click  or to display extra fields to fill out to add additional phone numbers email addresses and contacts. 

Tip: Click the toggle  next to  to display the billing address field If a Customer has a different billing address to their main address. 


  1. Any field with a * is a mandatory field and is required to be filled out before saving
  2. Click  when finished if you have made any changes, or
  3. If no changes are made, click  to close the page



The address tab is used to track additional sites if the customer has more than one location, typically occurring within commercial customers, such as Real Estate agencies or body corporates.  In this case, the office is listed on the Contact tab and rental properties are listed under Address.  This could also be relevant for Residential customers if the customer has a holiday or rental home within your work area.

Tip: Learn how to add a new site to a customer here

Tip: Learn how to edit a customer’s existing site here



The checklist tab allows you to add or remove checklists from a customer so you can create OHS, Clean-up steps, pre and post work lists that are automatically applied and need to be completed whenever work is performed for that customer.

Tip:  Learn how to create a new checklist here and  learn how to add or remove a checklist here



The financial tab allows you to set options such as custom price lists that apply to the customer, tax exemption codes and if the customer requires consolidated invoices.

  1. Click  to display a list of available price lists.

Tip: Learn how to create a new price list here

  1. Click the toggle  next to  to turn on consolidated invoicing for the customer.

Tip: Learn more about invoicing within Telstra Trades Assist here

  1. Click the toggle  next to  to signify the customer as being tax exempt then click the field under  to enter the relevant code.


Deleting an Existing Customer

TipDeleting a customer is only possible if they don’t yet have a job scheduled for them.  Once a job is created against a customer you will be unable to delete them and they must be deactivated instead.  This measure is put in place to ensure records are not deleted.

  1. Click  from the Side Menu
  2. Click  next to the customer you wish to delete
  3. Click  to delete the customer.


If you have already created a job for this customer you can deactivate them so they don’t appear in the job list when creating jobs by clicking the toggle  underneath the column.  This marks them as inactive 


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