Create and manage contacts

A contact is the customer record your estimates, jobs and invoices point at. Pick what you want to do:

• Add a new customer: Create a contact
• Read a customer's balance, open work and history: Where do I see a customer's balance and history?
• Find leads and lapsed customers: How do I mark a contact as a lead?
• Hide or delete one: Remove a contact you no longer need
• Tag customers and filter by tag: Tag your contacts

Open Contacts in the sidebar on the web, or the Contacts tab in the Zaras app.