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Customer Management

Manage your contacts, owners, builders, and pump installers

Contacts

Contacts is your complete contact database for managing owners, builders, pump installers, vendors, and subcontractors.

Quick Start: Add and Use a Contact Record

  1. Open Contacts from the sidebar
  2. Search first to avoid creating a duplicate
  3. Click Add Contact if no match exists
  4. Fill in the contact details and save
  5. Link the contact to a project or work order

Types and Roles

Every contact has a Type - Customer, Vendor, or Subcontractor - chosen when you create it. Contacts can also carry one or more roles that power the list filters and project tracking:

  • Owner - project owners and end customers
  • Builder - general contractors and builders
  • Pump Installer - pump and service partners

Roles are set on the contact's Edit screen. See Contact Types for details.

Key Features

  • Add, edit, import, and export contacts
  • Link contacts to projects and work orders
  • View project history, invoices, and communications on each contact
  • Log calls, emails, texts, and meetings
  • Track recurring service contracts
  • Merge duplicate contacts

Step-by-Step: Handle a New Customer Inquiry

  1. Search Contacts by phone, email, or name
  2. Click Add Contact when no match is found
  3. Choose the contact Type and fill in phone, email, and address
  4. Save, then open the contact and click Edit to set Owner / Builder / Pump Installer roles
  5. Start a project or work order and select this contact

Step-by-Step: Consolidate Duplicate Contacts

  1. Search Contacts to find likely duplicates by matching phone or email
  2. Open the record you want to keep
  3. Click Merge and search for the duplicate
  4. Review the side-by-side preview and confirm
  5. Linked projects, invoices, and work orders transfer automatically

Topics in This Section

Getting Started

Managing Contacts

Related Topics