Add a New Contact

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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.

  1. From the menu, click “Contacts.”
  2. 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.
  3.  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!