Create New Contact

Modified on Thu, Oct 9 at 6:49 AM

2.2 Create New Contact. Version 1.0. Last Updated May 2025.

Create New Contact

The contact database functions similarly to a phonebook, encompassing both internal users and external contacts. Within this section, you can input and manage personal details for all contacts.

In the main menu, select Contacts.

To create a new contact, you can either:

Click the ‘New’ button at the top of the screen and select ‘New Contact.’
When in the Contacts section from the main menu click the ‘New Contact’ button.

Once you are in the Create New Contact page select the Contact Type – this selection will determine which fields are available to complete i.e. choosing subcontractor from the list will then give an option to choose a trade type.

Contact Types

Client	The party you are receiving work/jobs from i.e. the Insurance Company or another Builder.
Company	If your company is part of a larger organisation, specify the parent or sister company for which the work is being completed.
Contact Employee	An employee of one of the Clients in your contacts list.
Contact Office	A specific office of the Clients for which work is being undertaken.
Customer	The insured or property owner.
Location	A warehouse or office to which assets can be linked to track storage and location.
Subcontractor	Trades conducting works on the jobs.
Supplier	A Vendor from which you purchase materials.

Then you will need to select the Company Type – either Individual or Company. Regardless of the Company type, you can still add employees/offices.

You will need to populate the street address manually and the postcode field

Fill out the remaining fields that you require and Save changes.