To seamlessly add a contact to your network, whether they’re homeowners, contractors, or property managers, simply follow a few straightforward steps. Begin by navigating to your dashboard and selecting the “Quick Buttons” for quick access to essential features. From there, click on “Add Contacts”, leading you to a detailed form. Within this form, you’re required to enter various pieces of information, including the contact’s full name, their role (e.g., Contractors, Guests), company affiliation, contact details such as phone and email, the services they offer, their operational area, and preferred payment method (options include Interac, card, cash, or EFT). After filling out the form, you have the choice to either confirm the addition of the contact by selecting “Add Contact” or cancel if needed. Refer to our detailed guide on “Add contacts” for step-by-step instructions.
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