Client Contacts

Maintain details for new and existing Client Contacts.


An unlimited number of contacts can be created for each client.


Contact Name, Job Title and Address

These all appear in the header section of estimates and invoices


Company Name

By default, estimates and invoices display the client name - so this field should be left empty unless you want estimates and invoices assigned to this contact to display a different name than the client name. It should only be used where there are multiple companies for a single client.


Email

Required if you wish to email estimates or invoices to the contact directly from the system


Default Estimate Contact?

Check the box if this contact is to be the default for estimates on new jobs created for this client. When a new job is created - the estimate contact for the job defaults to the designated 'Default Estimate Contact' for the client. Then, when a new estimate is created, the job's estimate contact will be assigned, but can then be changed at estimate level. Note that changing the default estimate contact for the client will not update/change the contact assigned to existing jobs or estimates.


Default Invoice Contact?

Check the box if this contact is to be the default for invoices on new jobs created for this client. When a new job is created - the invoice contact for the job defaults to the designated 'Default Invoice Contact' for the client. Then, when a new invoice is created, the job's invoice contact will be assigned, but can then be changed at invoice level. Note that changing the default invoice contact for the client will not update/change the contact assigned to existing jobs or invoices.


Invoice Notes

Any notes entered here will appear in the header section of invoices that are assigned to this contact.


Note:

You can attach any source documents to the client contact record by clicking the symbol and attaching a file to the client entry.  After attaching your file, you can add a description of the document.  Make sure to click to save your attachments for later reference.