Create a customer contact

Creating contacts

How to add a contact to Scheduler

When creating a job, you can also create a contact for that job. To do this, follow these steps:

  1. In Scheduler, click CREATE JOB. This will open the New job panel.
  2. In the New job panel, click NEW CONTACT.
  3. In the New contact panel, fill in the required details.
    Note: Only the administrator will be able to see the contact notes.
  4. Click SAVE CONTACT.
  5. Contact details appear at the top of the New job panel. To make changes to them, click the pencil icon beside the contact name.
  6. To add a second contact click ADD CONTACT.

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