Contacts

Contacts are reusable people records (customers and business contacts) that you can use across appointments, inspections, contracts, and invoices. Managing contacts keeps customer info consistent and helps you send the right notifications to the right people.

Customer vs business contacts

• Customers: typically receive payment links, contract signing links, and appointment reminders.
• Business contacts: agents, sellers, assistants, etc. Typically receive status updates (and may receive payment/contract messages only if enabled).

Search and filter

• Use the search bar to find contacts by name, email, phone, company, or tags.
• Filter by type: All, Customer, or Business.
• Enable Include archived to show contacts you’ve archived.

Create a new contact

Click New Contact and enter at least a name and one contact method (email or phone). You can also add multiple emails, multiple phone numbers, addresses, company, tags, and notes.

Duplicate detection and merges

Use Find duplicates to detect potential duplicates based on matching email addresses and phone numbers. If duplicates are found, you can merge them so your data stays clean and notifications don’t get sent twice.

Where contacts are used

• Appointments: pick the primary customer and additional contacts.
• Inspections: contacts determine who receives portal links and report access (if enabled).
• Contracts: signer roles are resolved from contacts attached to the appointment/inspection.
• Invoices: invoice recipients are selected from contacts.

Tips

• Add both email and phone when possible so you can use email and SMS channels.
• Use tags to keep contacts organized (for example “ABC Realty” or “Repeat client”).
• Run duplicate checks occasionally to keep your list clean.