Effortlessly build and customize your Contractor’s contacts with the Add Contact feature with the following steps.
1) In the dashboard, Click the left sidebar
2) And then click “Contacts” or “Add Contacts from the “Quick Buttons”
3) Click on “Contractors”
- To add “Contractor” to the contact, Click “Add Contact”
- Fill in the following:
- Add Contact: Begin by adding a new contact.
- First Name: Enter the first name of the contact.
- Last Name: Enter the last name of the contact.
- Type of Contact: Choose the type of contact (Contractor)
- Company Name: If the contact is associated with a company, enter the company name.
- Phone Number: Enter the phone number of the contact.
- Email Address: Enter the email address of the contact.
- Type of Service: Specify the type of service associated with the contact.
- Service Area: Enter the service area relevant to the contact.
- Payment Method: Choose the payment method (Interac, card, cash, or EFT)
- Payment Info: Enter the payment information for the contact.
- Add: Confirm and add the contact with the provided information.
Add contact or cancel if needed.
