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. 1

   Enter edit mode

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

2. 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. 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. 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. 5

   Save

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