There are (2) ways to create a contact in our system: they’re either part of a company / business / contractor or an individual homeowner.
Case #1: Contact belongs to a Company
First check if the company that the contact belongs to exists in our system.
Does the Company exist in our system?
When the caller belongs to a company, you must first check if the company exists in the database.
- If the company exists in the system, check if the address, phone, and other contact information is correct.
- If the company does not exist in the system, you must first create it. Click here for detailed instructions on how to create a company in our database.
At the bottom of the Company Details page, click on the [Create Contact] button.
Enter all the contact information that you’ve gathered into the fields. Click on [Create] to save it to the database. The system will automatically take you to the Contact Details page, where you can proceed to create a project.
Case #2: Contact is Residential Homeowner / Individual
When a contact doesn’t belong to a company, which are usually only residential homeowners, you need to create a contact without any connection to a company.
Go to the “Contacts” tab and then click on the [Create Contact] button to the right of the search fields to go to the Create Contact page.
Enter all the contact information that you’ve gathered into the fields. Click on [Create] to save it to the database. The system will automatically take you to the Contact Details page, where you can proceed to create a project.