Edit or delete a client

Edit a client

1. Go to Clients and tap the client.
2. On Edit Client, change what you need.
3. Tap Update Client.

Tail numbers you add or remove on an existing client save right away.

Changes to the client's name, address, and email show on invoices you preview or send afterwards.

Change the client on a trip

Open the trip, tap Edit Trip, and pick a different Client. Changing the client clears the tail number, so pick it again. See Edit or delete a trip, and trip statuses.

Delete a client

On Edit Client, tap Delete, then Delete Client. The client's tail numbers go with it.

A client that still has trips, expense reports, or invoices can't be deleted — CrewRoo never deletes those for you. Tapping Delete instead shows This client can't be deleted with a count of what's attached (for example, "2 trips and 1 invoice"). Delete those first if you really want the client gone, or simply leave it in place — an unused client does no harm.