Effortlessly build and customize your contacts for homeowners, contractors, and property managers with the Add Contact feature.
Here’s how it works in simple steps:
1) Click on “Quick Buttons” in your dashboard
2) Then Click on “Add Contacts”
3) Click on “Add Contact”
4) Fill in the following information
- Enter first and last name.
- Select contact type (Contractors or guests)
- Enter the company name, phone, and email.
- Specify service type and area.
- Choose payment method (Interac, card, cash, or EFT)
- Enter payment info.
- Lastly, add contact or cancel if needed.
