Contacts
Customers, addresses and what they see
6 articles · part of Contacts and the customer's page
- Create a contactCreate a contact from the contact list with at least one of a name, company, email or phone. Every other detail can be added or changed later.
- How do I mark a contact as a lead?You don't: a contact has no lead status. Your leads are the Never serviced segment, the contacts with no completed job yet.
- Create and manage contactsA contact is the customer record your estimates, jobs and invoices point at. Pick what you want to do:
- Remove a contact you no longer needArchive a contact to hide it and keep its history, or delete it for good. You can only delete a contact with no jobs, estimates or invoices.
- Tag your contactsAdd tags on a contact's edit form, then filter your contacts by them. Deleting a tag removes it from every contact.
- Where do I see a customer's balance and history?Open the customer from the Contacts list: their page shows the balance, open work and history in one place. Balance due is what they owe across open invoices.