How to Reassign a Job or Document to Another Customer in Tradify

If you’ve accidentally assigned a job, quote, invoice, or any other document to the wrong customer, you can easily reassign it. The key thing to remember is that you don’t need to edit the customer’s details — you just need to replace the customer assigned to the document.

Follow the steps below to safely reassign a document without altering the customer record.

Reassigning a Document to a Different Customer

1. Open the job or document you want to update.
2. Locate the Customer field at the top.
3. Highlight the name of the current customer.
4. Press Backspace or Delete on your keyboard to remove it.
5. You now have two options:
   • Assign to an existing customer:
     Start typing the customer’s name and select them from the dropdown list.
   • Create a new customer:
     Click the “+” icon beside the Customer field to add a new customer, then assign the document to them.

Once selected, the document will now be linked to the new customer profile.

Important: Avoid Editing the Current Customer by Mistake

If you click the pencil icon ✏️ next to the customer’s name, this will edit the existing customer’s details, not reassign the document.

• Use the Backspace/Delete method instead whenever you need to change which customer a job or document belongs to.
• Only use the pencil icon when you genuinely want to update the customer's information.