Create and edit customer contacts
When creating a job, you can also create a contact for that job. You can then edit these contacts from the New job panel. To do this, follow these steps:
- In Scheduler, click CREATE JOB. This will open the New job panel.
- In the New job panel, click NEW CONTACT. Alternatively, click the Contacts tab and then click CREATE CONTACT.
- In the New contact panel, fill in the required details.
- Click SAVE CONTACT.
- Contact details appear at the top of the New job panel. To make changes to them, click the pencil icon beside the contact’s name.
- To add a second contact click ADD CONTACT.
Only the administrator will be able to see the contact notes.
Learn how to Import customer contacts.