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What are Contacts?
Caitlin Druery avatar
Written by Caitlin Druery
Updated over a week ago

Our Contacts app is the best way to keep track of the people that your business connects with.

It links contacts to wherever you need them. Contacts you add can be found and used in Vendor Manager, Pulse, Quotes, and Invoices - helping you save time on data entry.

You can understand who your customers are at a glance by using the "Customer Type" field. For example, if you're an insurance repair builder, categorising customers by "Vendor" or "Insured" is helpful to identify who's who.

When a contact is added to a Pulse job, it will link back to the Contacts app.

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