How can we help?

How can we help?

How can we help?

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How to Create and Edit Contacts

Add customers, subcontractors, vendors, and companies to 'Contacts'


Creating Contacts

Step 1: Click '+' in the navigation or the '+ Create Contact' button to add new contacts



Step 2: Add contact information


Step 3: Click '+Create Contact' when done

You will be taken to a Contact Overview page that showcases all of the information you have added. 


Editing Contact Information

The Contact Overview page has sections you can edit:

  • Contact Information

  • Contact Location

  • Associated Projects

  • Company Contacts - contacts linked to a company

  • Recent Activity - for notes and other comments


Contact Type (Customer, Subcontractor, Vendor) can be updated at any time.


Need help with contacts? Reach out to our Customer Success team through the in-app chat!

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