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

One control, What is this contact to you?, classifies every contact. Its Money toggles are Customer, Vendor, and Subcontractor. Its On a job toggles are 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
• Municipality - cities, districts, and rural water systems
• Property Manager - manages properties for homeowners

Switch on any combination when you create the contact, or later on the contact's page. 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. Switch on what the contact is to you (Customer, Vendor, Subcontractor, or a role such as Owner) and fill in phone, email, and address
4. Click Save Contact. You can change the toggles later at the top of the contact's page
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 (under More on a narrower window) 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

• Contacts Overview - Navigate and search your contact database
• Adding Contacts - Create new contact records
• Contact Types - Types and the Owner, Builder, and Pump Installer roles

Managing Contacts

• Customer History - Track projects, invoices, and communications
• Consolidating Duplicates - Find and merge duplicate records

Related Topics

• Projects - Link contacts to drilling jobs and proposals
• Pump & Service Work Orders - Attach service calls to contact records
• Billing - Review contact invoice and payment history