How to Add Contacts

Add Individuals and Companies so your system has the right people tied to locations, tasks, notices, and records – with clean, searchable contact details.

Before You Start

Contacts are the people and organizations your team interacts with – owners, managers, vendors, service providers, testers, and internal staff. Contacts can be created as an Individual or a Company.

What You’ll Need

Contact Type – Individual or Company (toggles which fields appear).
Name – First / Last for Individuals, Organization Name for Companies.
Email – primary communication address.
Phone – primary contact number.
Address – Address, City, State, County, Zip Code (optional but recommended).

Helpful Tips

Use Company for organizations (vendors, service providers, property management).
Use Individual for people (site contacts, technicians, managers).
For Company contacts, you can add up to 5 sub-contacts using + Add Contact.

Quick Add Contact

Quick Add Contact is the fastest way to create a contact when you just need the essentials in the system. You can add or refine address details later if needed.

How To Open Quick Add

Go to Contacts from the left side panel.
Click Quick Add Contact.

Quick Add Fields

Choose Contact Type – Individual or Company.
Enter the required name fields (First / Last or Organization Name).
Enter Email (required).
(Optional) Enter Phone.
(Optional) Enter Address, City, State, County, Zip Code.
Click Add Contact to save.

Add Contact

Use Add Contact when you want to create a complete contact record with consistent address details. You can add either an Individual or Company and store the right fields for each.

How To Open Add Contact

Go to Contacts from the left side panel.
Click + Add Contact.

Fill Order

Select Contact Type – Individual or Company.
Enter the name fields (First / Last or Organization Name).
Enter Email (required).
(Optional) Enter Phone.
(Optional) Enter address fields: Address, City, State, County, Zip Code.
Click Add Contact to save.

Company Contacts – Add Sub-Contacts (Up To 5)

When Company is selected, click + Add Contact to add a sub-contact person under that company.
You can add up to 5 sub-contacts for the company record.
Use sub-contacts for dispatch, billing, on-site contacts, or department-specific points of contact.

Edit Contact

You can update a contact at any time to keep names, emails, phone numbers, and address details accurate. Edits are accessed from the contact row 3-dot menu.

How To Edit A Contact

Open the Contacts list.
Find the contact row you want to update.
Click the 3-dot menu on that row.
Select Edit.
Update the fields you need.
Click Update Contact.

Common Fields You Can Edit

Contact Type (if your system allows changing it)
First Name, Last Name, Organization Name
Email, Phone
Address, City, State, County, Zip Code

Build the Contact Record

After creating a contact, you can strengthen the record by confirming the contact’s details and linking the contact to related records in your system. A well-built contact record helps your team understand who is connected to specific locations, assets, and operational activity.

Common Next Steps

Click Edit Contact to verify or update the contact’s information.
Add Notes to capture communication history, coordination details, or important reminders.
Use + Add Location to link locations associated with this contact.
Link Assets that are related to this contact when applicable.