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How do I add contacts such as homeowners, tenants, brokers or Loss Adjusters to a Project or Job?
How do I add contacts such as homeowners, tenants, brokers or Loss Adjusters to a Project or Job?
Caitlin Druery avatar
Written by Caitlin Druery
Updated over 6 months ago

Scroll to the bottom of the Project overview and you can see any Contacts that have already been assigned;

You can add already created contacts or create a new contact by clicking 'Add Contacts' in the top right:

You can search your already created contacts, or add a new one - newly created contacts will be saved in your Contacts app.

In Contact creation, you can type what sort of contact it is.

For more information on a Contact, select the eye button to open it in the Contacts app.

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