How do I reach the customer from the job?

The phone and message buttons beside the customer's name at the top of the job open a call or a text on your phone, using the number on their record. Numbers are formatted properly when they are saved, so the link always dials.

1 minute read · Updated October 2026

This screenshot is generated from the live interface and updates whenever the screen changes. Links in this article open the product in a new tab.

Step by step

1. 1Open the screen named in the answer above from the left-hand menu.
2. 2Find the item you want to change and click it.
3. 3Make the change. It saves as you go; there is no Save button to miss.

Good to know

• Installers never see prices, costs or invoices, whatever screen they are on.
• Nothing in WrapFlow is permanently deleted on the first click. Deleted things are hidden and can be brought back for 30 days.
• If something here does not match what you see, the screenshot above is from the current version; tell us and we will fix the words.