Contacts

Stores customers, contact details, addresses, history, portal links, imports, and accounting sync actions.

Use one contact record to keep customer identity, addresses and related work together across quoting, jobs and billing.

Before you start

Availability: Free plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Documented roles: Owner, Office. A role name alone does not override the permissions set by your business.

Where to find it: Customers > Contacts.

Search existing contacts before creating a new customer. Confirm the correct business or person and their service and billing details.

Jane Smith is a fictional customer with contact details, source and lifetime-invoiced information in the expanded record. Keep the customer record distinct from individual jobs and properties.
Demo screenshot. Jane Smith is a fictional customer with contact details, source and lifetime-invoiced information in the expanded record. Keep the customer record distinct from individual jobs and properties. Select the image to view it at full size.

Step by step

  1. Open Contacts from the sidebar or go to /contacts.
  2. Search for the customer before creating a duplicate.
  3. Open the contact to edit contact details, addresses, notes, portal links, and related work.
  4. Use import or accounting sync actions from the contact screen when the business connection is configured.

Worked example

Before preparing a repeat customer's quote, open the existing contact, review addresses and prior work, and correct contact details where needed.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Check that new quotes and jobs use the intended customer record rather than a near-duplicate name.

Limits and troubleshooting

Accounting sync depends on the configured connection and matching records. Creating another contact to bypass a mismatch can split history and make later reconciliation harder.

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