Create and manage contacts

Add customers, store multiple properties, and keep every job, message, and invoice in one place.

A contact is the hub for everything about a customer — their jobs, estimates, invoices, messages, and properties.

1Open Contacts and click Add Customer.
2Enter their name, phone, and email.
3Add one or more service addresses (great for property managers with many sites).
4Save — you can now book jobs, send estimates, and text from the profile.

Each job can be pinned to a specific service address so the right location shows on the schedule map and confirmation texts.

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