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A project’s Overview holds the details everyone relies on: who to call about the work and where the work happens. When something changes — a new point of contact, a corrected address — you update it here so the estimate, the crew, and the schedule all stay in sync.
You’ll find both editors on the Overview tab of the project. Look for the small edit control on the Contact Details and Property Details cards.

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Edit contact details

The Contact Details card lists the Primary Contact and any Secondary Contacts for the project.
1

Open the editor

On the Overview tab, find the Contact Details card and click its edit control. The Contact Details window opens with the existing contacts filled in.
2

Update a contact

For each contact you can edit First Name, Last Name, Phone, Email, and Relationship to Property. Last name and phone are required.
3

Mark the primary contact

Use the Primary Contact switch on a contact to make it the main person for the project. This is who the work is associated with by default.
4

Add another contact

Click Add Contact to add a secondary contact, then fill in their details.
5

Save

Click Save Changes. You’ll see a Contacts updated confirmation, and the card refreshes with the new details.

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Removing a contact

To take a contact off the project, use the remove control on that contact. You’ll be asked to confirm with Remove contact? — the contact is taken off the project when you save.
Removing a contact from a project does not delete them. They stay attached to any clients or leads they belong to, so you won’t lose their record.
Closing the window with Cancel discards any changes you made — nothing is saved until you click Save Changes.

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Edit property details

The Property Details card shows the Address, Property Type, and Parking for the project.
1

Open the editor

On the Overview tab, find the Property Details card and click its edit control. The Property Details window opens.
2

Update the address

Start typing in the Address field and pick the match from the suggestions — the city, state, and postal code fill in for you.
3

Set property type and parking

Choose a Property type and Parking option from their dropdowns.
4

Save

Click Save Changes. You’ll see a Property updated confirmation, and the card refreshes.
The address may be locked. Once an estimate exists for the project, the Address field is locked so the estimate’s pricing stays accurate — you’ll see a note explaining that the estimate(s) must be deleted before the address can change. Property type and Parking can still be edited.

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Edit lead information

When a project came from a lead, the Overview also shows a Lead Information card. If you have permission to manage leads, its edit control opens a window where you can update the lead’s details. The address links out to maps, and the project’s overall story still flows from the estimate and job — see Work a project.

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Who can edit

Editing contacts and property details is available to sales roles and above. Removing a contact that already exists in the system is a more protected action and may be limited to certain roles. If the edit control isn’t showing on a card, your role doesn’t include that change.