Introduction
The Contacts section in Customers and Sites allows you to manage contact details and choose when contacts are automatically added to future quotes and jobs.
This user guide explains how to add contacts and configure these options.
Adding Contacts to Customers and Sites
Navigate to the Customers or Sites module and select the relevant customer or site.
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In the customer or site details, click the Contacts tab and click Add Contact.
Fill in the required fields such as name, email, phone number, and tick any relevant events. The ‘Event’ section is used to set any automatic email/sms notifications to send to the contact at the applicable stages of the job.
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Select the relevant options under Automatically add to: Quotes and/or Jobs to automatically include the contact on future quotes and/or jobs.
Once selected, you can refine when the contact is automatically added.
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- Quotes: Keep the setting as All Quotes or select When trade matches to choose the relevant trades.
- Jobs: Keep the setting as All Jobs or select When job types and trades match to choose the relevant job types and/or trades.
The contact will only be added to quotes or jobs that meet the selected criteria.
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You can also mark this contact as the “Primary Contact” (the main contact for the customer or site), if applicable.
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Once you have entered the contact details, click on the "Save" button to log the new contact.
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After saving, you can change the primary contact by using the 'star' icon. To delete the contact, click on the three dots icon in front of the contact and then select the bin icon.
Once a contact is marked as the primary contact, their details will appear on the customer or site details page.
Note: You cannot edit contacts from the customer or site details page. To update a contact’s details, change the primary contact or delete a contact, navigate to the Contacts tab.
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Further Support
For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com
Publishing Details
This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings or the electronic device being used.