Edit job and customer details (Project Settings)

Change the job name, revenue and created date, fix customer contact details, and understand the disclaimer about existing proposals.

Beginner 5 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

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Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /projects/[projectId]/settings · Guide last checked 2026-10-03

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Preconditions

A job with a deliberate typo in the customer email to fix on camera.

Steps

1. Open Project SettingsDo: On the job page click the ⋯ "More job actions" menu and choose "Edit job details".Expect: A modal "Project Settings Disclaimer" reads "Changes made in Project Settings will be applied to all existing reports and any new reports created for this project." Click "I Understand".Actual:
2. Edit Project DetailsDo: In "Project Details" change the Project Name, Project Revenue or Project Created Date, then click outside the field.Expect: The status line goes from "Auto-save on field blur" to "Saving..." and then "Saved".Actual:
3. Edit Customer DetailsDo: In "Customer Details" fix First Name, Last Name, Company Name, Phone, Email, Address, City, State or Zip Code. All but Company are required.Expect: "Saved" appears after each field.Actual:
4. Note the Measurements sectionDo: Scroll to "Measurements". Read the status line.Expect: It says "Measurements save only when you use Save, Finalize, or Activate". This section never auto-saves.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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