Help CenterThis feature outlines the process for editing and updating key data types in the system, including Jobs, Projects, Customers, Assets and Digital Forms. It is designed to help users efficiently navigate the editing interface and ensure that information remains accurate and up to date across all records. Understanding how to use the edit functionality supports better collaboration, tracking, and reporting within your team or organization.
Note:
- If you do not have access to edit, please contact your admin.
- Depending on your system setup, "Job" may be labeled differently (e.g., Task, Ticket, Deal, etc.).
Benefits
- Increases operational efficiency by allowing quick updates to jobs, projects, customers, and digital forms
- Reduces errors through structured editing interfaces that guide users through the update process
- Improves data accuracy and completeness with dedicated editing sections for each data type
- Enables real-time collaboration by instantly reflecting changes across the system
Navigate to the section by clicking it
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From the desktop's navigation bar, access the Job Schedule where you can select the job you wish to edit.
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For comprehensive editing, click the "Job Details" button to view complete job information in a new tab.
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Click on the pencil icon to access the edit job section.
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In the Edit Job section, edit the job information that want to update.
- After completing all information updates, click the "Save" button to commit changes to the system.
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At the desktop site navigation bar, Select an existing project that you want to edit.
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For more comprehensive editing options, click on the "Project Details" button to view complete information about the project in a new tab.
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In the Project Details view, locate the options menu (three dots) and select "Edit" from the dropdown menu options.
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In the Edit Project section, edit the information that want to update.
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After editing the details, click the "Save Changes" button to update the project information.
Note: In your system, Customer may have been renamed to other (i.e Site, Client, Company, etc.)
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From the desktop's navigation , locate to the dashboard to locate the customer data that want to edit or updates.
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In the Customer Details page, the pencil icon to indicates the edit functionality. Each editable field serves a specific function as described below.
Note: Contact your manager to enable additional custom fields for your specific needs.
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From the desktop's navigation bar, locate to the dashboard to locate the Digital Form data that wish to edit or update.
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In the Digital Form Details view, locate the options menu (three dots) and select the "Edit".
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In the digital form edit section, change the information that want to update.
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After editing the details, click the "Save Changes" button to update the digital form information.
How to Edit Asset
- From the desktop's navigation bar, locate to the dashboard and navigate to the Asset
- Select the asset data that required to edit or update.
- Locate the three dots menu button and select the "Edit" option to access the asset editing interface.
- In the Asset edit section, change the information that want to update.
- After editing the details, click the "Save Changes" button to update the asset information.
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