Add a contact

Contacts are your clients and customers. Once saved, you can pick them when creating invoices or estimates — and email delivery uses the address on file.

1. Open Contacts

1. Open the Contacts tab.
2. Tap + to create a new contact.

You can also add a contact from the invoice or estimate flow when selecting a client.

2. Enter contact details

1. Enter Contact Name (required).
2. Optionally add Company Name, phone, email, and address.
3. Tap Save.

To fill name and phone from your phone book, tap the contacts icon next to the name field and pick a device contact (permission required). Only the fields you choose are saved — your full address book is not uploaded.

3. Edit or delete later

1. Open a contact from the list to edit any field.
2. Tap Save when you are done.
3. To remove a contact, tap the trash icon on the edit screen.

Tips

• Add an email for clients you will invoice by email.
• Keep one contact per client so reports and history stay clear.

Next steps

• Add an item
• Create an invoice
• Create an estimate and convert to invoice