Contacts
Keep every customer's details, history, and work in one place.
- Introduction to Contacts Find, open, and update every customer and prospect, and see each contact's work, money, and history.
- Add a Contact Save a new contact with their name, phone, email, and addresses, then update those details as they change.
- Import Contacts Bring customers in from a Jobber export or a CSV file, and skip the ones you already have.
- Tag Leads and Contacts Label leads and contacts with color-coded tags, then filter the leads board and contact list by them.
- Merge Duplicate Contacts Combine duplicate contacts into one, keeping their quotes, jobs, invoices and notes.
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