Contacts
Keep your customers' details, people, sites and assets in one place, and start bookings, quotes and jobs from them.
Contacts BasicsFind contacts, add a new contact, edit their details, and understand prospects and clients.The contact pageEverything about one contact in one place: their details, bookings, quotes and jobs, people, sites, assets, activity and invoice balance.People and sitesKeep track of the people you deal with at a contact and the sites you work at, and use them on bookings.AssetsRecord the equipment you install or look after for a contact, keep a log of work on it, set service reminders, and transfer it to a new owner.Start work from a contactCreate a booking, quote or job straight from a contact's page, with the contact already filled in.Merge ContactsCombine duplicate records for the same customer into one, with all their work moved across.