Edit order address and contact details

The installation address, the client’s contact details, the order title and the order reference are all edited from the order page.

Where the details are

Select Orders in the sidebar and open an order. On a wide screen the order page has a Details column on the right. On a phone the same sections sit on the page itself.

Two of those sections can be edited, and each has its own Edit button:

Section	What it holds
Customer	Name, phone number, email, customer legal id
Installation address	The address and its coordinates

Every edit form is also reachable from the actions menu. Select the vertical dots button at the top right of the order page, then Edit, then Title, Description, Installation address or Customer details. Edit is available only on an order your organisation owns.

Edit the installation address

Find Installation address and select Edit. The Edit address form opens.
Type into Address and select a suggestion from the list. If you type without selecting one, the form asks you to select an address from the list or enter it manually.
When a suggestion is selected, the form shows Location found. It also shows Coverage when your organisation or one of your active partners covers that address, and No coverage when none of them does.
To fill the address in yourself, select Enter manually. This shows Street name, Postal code, City, Country, Latitude and Longitude.
Select Save. A Changes saved message confirms the update.

If you save while one of the manual fields is empty or invalid, the manual fields expand so you can correct them.

An address without coordinates shows Coordinates are missing in the section. Reselect the address from the suggestion list, or enter the coordinates under Enter manually.

Copy the installation address

The address in Installation address has a copy icon after it. Select the icon to copy the full address to your clipboard.

Edit the client’s contact details

Find Customer and select Edit. The Edit details form opens.
Update Name, Phone number, Email and Customer legal id.
Select Save.

Name, Phone number and Email are required. Customer legal id is optional and is checked against the format used in the order’s country.

On a Swedish order the form also asks for a property reference. Pick a Property type of Fastighetsbeteckning (single-family home) or BRF (housing co-op), then fill in the field it asks for. A Fastighetsbeteckning must match a real designation in the registry.

The phone number and email in the Customer section are links. Selecting the phone number dials it and selecting the email opens your mail client. Each value also has a copy icon.

Edit the order title and reference

The order reference is your own id for the order. Use it to match the order to another system. It appears in brackets after the creation date in the order header.

Move the pointer over the order header. A pencil icon and a copy icon appear next to the creation date.
Select the pencil to open Edit order title.
Update Title and Order reference. Title takes up to 150 characters and Order reference up to 100.
Select Save.

The pencil appears only on an order your organisation owns. These icons are hidden on a narrow screen, so use the actions menu there instead: the vertical dots button, then Edit, then Title.

To copy the order title, select the copy icon next to the creation date.

Which installers appear in the details

The details show one card per installer role on the order, and only while that role has someone on it. A role whose request has been sent but not yet accepted carries a Pending badge. A role with no accepted and no outstanding request is left out of the details.

Need help? Contact Installer.com support.