Help Center›Customers & Projects
How do I update project routing and contacts?
For office teams · Updated September 21, 2026
Use this when a crew is going to a different site, an adjuster changed, or a claim needs special arrival instructions.
Steps
- Open Customers and open the customer.
- Stay on the Project tab and confirm the correct project is selected in the project switcher.
- Expand the section you need: Basics, Property Information, Account Team, People on this claim, Program & Billing Routing, or Loss Details & Decision.
- Edit the section in place and save. There is no separate full-page editor; each section saves on its own.
Site and routing details
Use the project site address for where crews should go, the Gate code and lockbox fields for entry codes, and Arrival notes for parking and where to enter. If the page warns that routing coordinates need attention, use Check now or correct the address before dispatching.
Needs strip
If an amber Needs strip appears above the sections, selecting a chip such as Loss decision, Program route, Project manager, or Key contacts opens the matching section editor directly.
Customer details vs project details
Only change the customer profile when customer-wide information changed. If the change applies to one claim, update the project.