Contacts

A contact is an individual person at a customer — a facility manager, a technical director, a billing contact. Contacts are created independently and can be linked to one or more customers.

Contact fields

Field	Description
Salutation	Optional — Mr., Ms., Dr., etc.
First name	Optional
Last name	Required
Email	Contact’s email address
Phone	Contact’s phone number
Company	Company name (free text, separate from the customer record)
Service address	The address this contact works from
Billing address	The billing address for this contact
Active	Whether the contact is currently active

Managing contacts

Go to Customers → Contacts to see all contacts, or open a customer record and look at the Contacts tab to see only contacts linked to that customer.

Creating a contact

Click Add contact and fill in the fields. Assigning a service or billing address is optional but useful — when this contact appears in a customer request, the address is pre-filled automatically.

Linking a contact to a customer

From the customer record, open the Contacts tab and add the contact there. One contact can be linked to multiple customers. A customer can have a primary contact set — this is the default contact shown when creating jobs or requests for that customer.

Editing a contact

Open the contact from the contacts list. Dispatchers can edit any contact; employees can only edit contacts they created.

The contacts list

The list can be filtered by search (name, email, phone, company) and exported. The export includes name, email, phone, and company.