Add Homeowner

Effortlessly build and customize your contacts for contractors list with the Add Contact feature.

1. In the Dashboard click on the left sidebar or click the “Quick buttons”
2. Within the left side bar click on “Contacts”

3. Click on “Homeowner”

• To add “Homeowner” to contact, Click “Add Contact”

• Fill the following

1. Add Contact: Begin by adding a new contact
2. First Name: Enter the first name of the contact.
3. Last Name: Enter the last name of the contact.
4. Type of Contact: Choose the type of contact. (Homeowner)

1. Phone Number: Enter the phone number of the contact.
2. Email Address: Enter the email address of the contact.
3. Non-Resident Tax Account Number: If applicable, enter the tax account number for non-resident contacts.
4. Payment Method: Choose the payment method. (Note: ‘0’ might indicate a specific payment method)
5. Payment Info: Enter any relevant payment information for the contact.
6. Homeowner Address: Search and enter the homeowner’s address associated with the contact.
7. Add: Confirm and add the contact with the provided information.
8. Cancel: If needed, you can cancel the process.