Customers · updated 2026-08-08

How to edit a customer in Dumpster Controls

Everything on a profile except the customer type can be changed from the "Details" tab of the drawer.

1. Enter edit mode

   Open the customer, go to "Details" (section header "Customer Information"), and click "Edit".

2. Change the basics

   Edit "First Name", "Last Name", "Email", and "Phone". The "Address" field offers Google autocomplete ("Start typing an address..."), filling "City", "State / Province", and "ZIP / Postal Code" automatically.

3. Toggle "Active"

   The "Active" switch controls the profile's status. Turning it off is how you retire a customer without losing their history.

4. Update commercial terms

   Contractors get an editable "Contractor Details" section (license, EIN, billing email, default size, AP contact, net terms, credit limit, risk rating, "PO Required", "Tax Exempt"). Brokers get "Broker Details" (broker license, payment terms, credit limit, "Commission %", "Default Markup %", "Billing Model" with "Broker Pays", "End Client Pays", or "Split Billing", plus "Tax Exempt" and "Commission Agreement").

5. Save

   Click "Save Changes"; it reads "Saving..." while writing. A toast confirms "Customer updated".

What happens next

• In read mode, the "Details" tab shows the saved values as a clean list, including the type-specific sections, with boolean fields displayed as "Yes" or "No".

Troubleshooting

I get "Error updating customer".

The save failed; the toast includes the server's reason. Your edits stay in the form, so fix the issue and click "Save Changes" again.

I need to change a residential customer into a contractor.

The edit form does not switch types. Create a new profile with the correct type.

Related guides

• How to open a customer profile in Dumpster Controls
• How to pick the right customer type in Dumpster Controls

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