Adding additional contacts for a client

In this article, you'll learn how to add other people to a client's record and how to take them off again. It's handy when a spouse, a tenant, a property manager or someone in an office books the work for the owner. Their name, number and email then sit on the client page, right where you'll look for them.

To open a client's additional contacts:

  1. In the menu, click Clients.
  2. Click the client's name.
  3. On the card on the left, below Addresses, click Additional contacts. The number in parentheses is how many people are already on file.

If nobody's been added yet, the section says None.

Note: Additional contacts only show on the client page in a computer browser. The phone-sized layout and the phone app don't show them, so add and remove them from a desktop or laptop.

Adding a contact

  1. Click the + at the right end of the Additional contacts row. The section opens with a blank form, even if it was closed.
  2. Type their Name. It's the only field you have to fill in.
  3. Add their Phone if you have it.
  4. In Role (spouse, tenant…), say how they're connected to the client, like "property manager" or "office manager". It's optional, but it saves you guessing later.
  5. Add their Email if you have it.
  6. Click Add contact.

The person shows up as a small card in the section. Their name and role are on the first line, with their phone and email underneath. If you change your mind before saving, click Cancel.

Adding an additional contact to a client
Tip: If you click Add contact with the name empty, you'll see "A name is required." Everything else can stay blank.

Removing a contact

  1. Open the client's Additional contacts section.
  2. Click the × at the top right of the person's card.

They come off the list straight away. There's no "are you sure?" step, so check you've got the right person first.

Removing an additional contact
Note: There's no edit button on a contact. To change someone's details, remove them and add them again with the right information.

What an additional contact is (and isn't)

An additional contact is a note on the client's record: a name, a role, a phone number and an email.

  • They don't become a client of their own and don't get their own page.
  • The CRM doesn't send them anything. Review requests, estimates, invoices and automations go to the client, not to the people listed here.
  • When one of them calls or texts, the CRM doesn't flag the call as coming from an additional contact.
  • You can't mark one as a billing contact or have them copied on documents automatically.
  • If you merge two client records, the additional contacts move over to the record you keep. If you delete a client, their contacts are archived with them.

If someone needs their own estimates and invoices, add them as a separate client instead.

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