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”
![](https://t36828471.p.clickup-attachments.com/t36828471/1b9b5540-7377-480c-beed-1d528ebd4808/image.png)
3) Click on “Add Contact”
![](https://t36828471.p.clickup-attachments.com/t36828471/7bcf90b9-3e31-4b94-9b38-29b3cb88a492/image.png)
4) Fill in the following information
![](https://t36828471.p.clickup-attachments.com/t36828471/18129d49-e24a-46cf-a76e-62447ca90c4c/image.png)
- 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.