Navigating the Contact Details Page
The Contact Details page gives you a detailed overview of all of the information for a Contact. This screen gives you instant access to all people, job sites, estimates, jobs, invoices, and payments for an account/ contact by simply tapping on each of the tabs at the top of the screen. To access the Contact Details page, simply tap on an existing contact on your Contacts screen.
Details: This section will show the main client details such as an address, email, phone number, etc.
People: This is where you can add in additional people who can be contacted for job-related aspects such as billing, aside from the main contact. You can use the +Person button on the bottom right of your screen to add more people.
Jobsites: The job sites added for the client can be seen in this section. This is where you can use the +Jobsite button to add more sites to this specific client.
Estimates & Jobs: You can build estimates or jobs from here by clicking on the +New button at the bottom right of your screen. Any estimate or jobs already created will also appear on this page.
Invoices: All invoices generated for the client can be found under the invoice tab. You can use the +Invoice button to add more invoices.
Payments: Any payments received can be found here. You can use the +Payment button to add more payments.
Notes: All notes added can be seen on this page. You can use the +Notes button to add notes for your customer.