The contact page
Everything about one contact in one place: their details, bookings, quotes and jobs, people, sites, assets, activity and invoice balance.
Open a contact from the Contacts list to see everything about them: their details, the work you've done for them, and the people, sites and assets that belong to them.
Actions at the top
| Button | What it does | Needs |
|---|---|---|
| Convert to Client | Turns a prospect into a client, after you confirm. Shown for prospects only. | Contacts: Edit |
| Create Booking | Opens a new booking on the Appointments screen with this contact filled in. | Bookings: Create |
| Create Quote | Opens a new quote for this contact. | Quotes: Create |
| Create Job | Opens a new job for this contact. | Jobs: Create |
| Edit | Opens the contact's details to change. See Contacts Basics. | Contacts: Edit |
| Delete | Removes the contact from your contact list, after you confirm. | Contacts: Delete |
You only see the buttons your role allows. See Start work from a contact for more on creating bookings, quotes and jobs.
The contact's details
On the left, Basic Information shows the contact's email, contact person, lead source and payment terms. Notes shows the internal note, if there is one.
Contact Person is the first person added to the contact who hasn't been removed.
On the right are the contact's Phones, Addresses (the main one is marked Main), Additional People, and the Invoice balance.
The tabs
| Tab | Shows | Select a row to |
|---|---|---|
| Bookings | Each booking's address, date and time, staff member and status. | Open the booking on the Appointments screen. |
| Quotes | Each quote's number, description, total and status. | Open the quote. |
| Jobs | Each job's number, description, total including GST, and status. | Open the job. |
| People | The people you deal with at this contact. | Open the person. See People and sites. |
| Sites | The places you work at for this contact. | Open the site. See People and sites. |
| Assets | Equipment you look after for this contact. | Open the asset. See Assets. |
| Activity | Notes, calls and updates from this contact's bookings, quotes and jobs, newest first. | Open the booking, quote or job the entry belongs to. |
The Bookings, Quotes and Jobs tabs show 20 at a time; use Previous and Next to see more.
On the People, Sites and Assets tabs, select Add person, Add site or Add asset to add one without leaving the page.
Invoice balance
The Invoice balance card shows what the contact owes:
- Outstanding: the total still owing on invoices that aren't paid or void, and how many invoices that is.
- Overdue: the part of that past its due date.
Select View for the balance page, then View invoices to see the contact's invoices in Accounting. If you're connected to Xero, the amounts owing come from Xero.
You need Invoices: View to see the balance.