Add Additional Contacts to a Client Account

You can add additional Contacts to a Client or Lead's Account. These Contacts are in addition to the Client and Billing Contact. Contacts are useful in situations where there is more than one homeowner or for a commercial property where certain people need to give you access to do a Job.

To add additional Contacts, use the following steps:

  1. Navigate to a Client Account.
  2. Click Add Contact

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  3. On the Add Contact overlay, enter relevant information. There are no required fields. 

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  4. Click Save
  5. You can see all additional Contacts in the Contacts field.

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