Add a New Contact
Add a customer contact to keep track of their quotes, job scheduling, payments and more.
You can easily add a new contact on either desktop or the mobile app. While layout differs slightly from desktop to mobile, the process of adding a new contact is the same.
- From the menu, click “Contacts.”
- On desktop, click “Add New Contact” from the top of the Contacts page. On mobile, click the plus icon towards the bottom of the Contacts page.
- Enter in your contact’s details, including name, email address, phone number, and street address. Click “Add” at the bottom of the page, and there you go!