Contact Types
DrillerDB classifies contacts two ways: a single Type that describes the relationship, and one or more roles that drive filtering and project tracking.
Type vs. Role
| Classification | Values | Set Where |
|---|---|---|
| Type | Customer, Vendor, Subcontractor | New Contact form (and Edit) |
| Role | Owner, Builder, Pump Installer, Municipality | Contact Edit screen |
The Type is a quick label shown as a badge on each contact. Three of the roles are also list filter chips (Owners, Builders, Pump Installers) that project history breaks down by. Municipality is not one of the filter chips yet -- it is still visible on the contact record and searchable by name, just not filterable from the list.
Quick Start: Set a Contact Role
- Open Contacts and click the contact
- Click Edit
- Under Contact Role, check Owner, Builder, Pump Installer, and/or Municipality
- Click Save Changes
- Confirm the contact now appears under the matching filter chip (Owner, Builder, and Pump Installer only -- see above)
The Roles
Owner
Use Owner when the contact is the project owner or end customer.
- Receives proposals and invoices
- Usually carries payment responsibility
- The common default for residential work
Builder
Use Builder when a general contractor or development company coordinates the work.
- Helpful for multi-trade projects
- Often the day-to-day project contact
- May differ from the invoice recipient depending on your workflow
Pump Installer
Use Pump Installer for partners handling pump or downstream service work.
- Used for referral and service handoffs
- Best kept current with location and contact details
Municipality
Use Municipality for cities, districts, and rural water systems.
- Useful for tracking public-entity customers and permitting contacts separately from private work
- Not yet part of the list filter chips -- find these contacts by name or Type until filtering is added
Multiple Roles
A contact can hold more than one role when their part in the business overlaps. Each role is an independent checkbox on the Edit screen, so you can enable any combination.
| Scenario | Suggested Roles |
|---|---|
| Developer who also owns the land | Owner + Builder |
| Customer who also installs pumps | Owner + Pump Installer |
| City water department that also owns the well | Owner + Municipality |
Troubleshooting
Contact not showing under a filter chip
- Confirm the role is checked and saved on the Edit screen
- Set the list filter to "All" and re-check
- Verify you are in the right company account
Wrong role assigned
- Open the contact and click Edit
- Update the Contact Role checkboxes
- Click Save Changes