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

Topic

If you’ve accidentally assigned a job, quote, invoice, or any other document to the wrong customer, you can easily change it to the correct one.

Instructions

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. (See reference image below).
   
   
    
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 Note: 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 method above instead whenever you need to change which customer is linked to a job or document.

Additional Information

For more info on managing customers, see here: View Your Customers on Tradify Web