My Roof CRM

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

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

Rough runtime

2:51

Scenes

6

Lesson

2.6 · Jobs & customers

File name

02-06 job-settings.mp4

Before you record

  • A job with a deliberate typo in the customer email to fix on camera.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Edit job and customer details (Project Settings)/projects/[projectId]/settingsTitle card, then the first screen of the lesson.Typo in the homeowner's email? Need to set a revenue figure? That is Project Settings.
10:2034sOpen Project Settings/projects/[projectId]/settingsOn the job page click the ⋯ "More job actions" menu and choose "Edit job details".Edit job details opens Project Settings. The disclaimer appears every time you open the page, and it is serious: what you change here changes every proposal on the job, including ones already sent as drafts.
20:5434sEdit Project Details/projects/[projectId]/settingsIn "Project Details" change the Project Name, Project Revenue or Project Created Date, then click outside the field.Rename the job or type a revenue figure. Fields save the moment you leave them; watch the status line.
31:2834sEdit Customer Details/projects/[projectId]/settingsIn "Customer Details" fix First Name, Last Name, Company Name, Phone, Email, Address, City, State or Zip Code. All but Company are required.Customer Details is the contact snapshot for this job. Fix a typo in the email here before you send the proposal.
42:0234sNote the Measurements section/projects/[projectId]/settingsScroll to "Measurements". Read the status line.One exception: the Measurements section does not auto-save. That workspace has its own Save, Finalize and Activate buttons, covered in the measurements module.
52:3615sRecap & next lesson/projects/[projectId]/settingsHold on the finished result, then the end card.That is editing a job. Next: the Jobs list, for when you need to see everything in a table.

Narration, in order

  1. 0. Intro: Edit job and customer details (Project Settings)

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Typo in the homeowner's email? Need to set a revenue figure? That is Project Settings.

  2. 1. Open Project Settings

    0:20 · 34s

    On the job page click the ⋯ "More job actions" menu and choose "Edit job details".

    Edit job details opens Project Settings. The disclaimer appears every time you open the page, and it is serious: what you change here changes every proposal on the job, including ones already sent as drafts.

    Show before cutting: 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".

  3. 2. Edit Project Details

    0:54 · 34s

    In "Project Details" change the Project Name, Project Revenue or Project Created Date, then click outside the field.

    Rename the job or type a revenue figure. Fields save the moment you leave them; watch the status line.

    Show before cutting: The status line goes from "Auto-save on field blur" to "Saving..." and then "Saved".

  4. 3. Edit Customer Details

    1:28 · 34s

    In "Customer Details" fix First Name, Last Name, Company Name, Phone, Email, Address, City, State or Zip Code. All but Company are required.

    Customer Details is the contact snapshot for this job. Fix a typo in the email here before you send the proposal.

    Show before cutting: "Saved" appears after each field.

  5. 4. Note the Measurements section

    2:02 · 34s

    Scroll to "Measurements". Read the status line.

    One exception: the Measurements section does not auto-save. That workspace has its own Save, Finalize and Activate buttons, covered in the measurements module.

    Show before cutting: It says "Measurements save only when you use Save, Finalize, or Activate". This section never auto-saves.

  6. 5. Recap & next lesson

    2:36 · 15s

    Hold on the finished result, then the end card.

    That is editing a job. Next: the Jobs list, for when you need to see everything in a table.

Related lessons

Create a job (and its customer)

Fill in the New job dialog correctly, understand the default job name, pick a lead source and see how the customer record is created or matched automatically.

Jobs & customersBeginner6 min

Measurements explained: snapshots, active and Quote-Safe

The mental model behind roof measurements: where numbers come from, what a snapshot is, why only one is active, and how measurements reach a quote without silently changing it.

Roof measurementsIntermediate6 min

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