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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 10 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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