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

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

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

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