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

The Type is a quick label shown as a badge on each contact. The roles are what the list filter chips (Owners, Builders, Pump Installers) match on, and what project history breaks down by.

Quick Start: Set a Contact Role

1. Open Contacts and click the contact
2. Click Edit
3. Under Contact Role, check Owner, Builder, and/or Pump Installer
4. Click Save Changes
5. Confirm the contact now appears under the matching filter chip

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

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.

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

Related Topics

• Adding Contacts
• Contacts Overview
• Customer History
• Creating Projects