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!