# Add a Contact

> Save a new contact with their name, phone, email, and addresses, then update those details as they change.

Source: https://jobwisepro.com/help/contacts/add-a-contact
Category: Contacts
Updated: 2026-10-22

A contact holds a person's name, phone, email, company, notes, and addresses.
Add a contact first, then update any of those details from the contact's page.

## Add a contact

You can open the **New Contact** window from the sidebar or from the
[**Contacts**](/go/contacts) page.

1. Open the **New Contact** window.
   - Click the add button beside **Contacts** in the sidebar. The button appears only
     when your plan includes contacts and your role can edit them.
   - Or click **New contact** on the Contacts page. The button appears only when your
     role can edit contacts.
2. Enter the **First name**, **Last name**, and **Email**.
3. Enter the **Phone**, **Company name**, or **Notes** if you have them.
4. Click **Add address** to save an address with the contact, or skip this step.
   - Enter the street address, city, state, and postal code.
   - Click **Remove** to leave out the address.
5. Click **Create contact**.
   - If your plan's contact limit is full, the contact isn't saved, and the window
     stays open with your entries.

The window closes, and the new contact appears in the list. Any address you added is
saved with the contact.

> **Note:** The **New Contact** window doesn't check for an existing contact, so the same
> person can be added twice. To combine
> duplicates later, see [Merge Duplicate Contacts](/help/contacts/merge-duplicate-contacts).

To add many contacts from a file, click **Import** on the Contacts page. For the steps, read
[Import Contacts](/help/contacts/import-contacts).

## Edit a contact's details

Open a contact's page to edit their details. Your changes save when you click
**Update contact**.

1. Click the contact in the list on the Contacts page.
2. Open the **More contact actions** menu.
   - **Edit contact** appears only when your role can edit contacts.
3. Click **Edit contact**.
4. Change the details you need.
   - To remove the phone number, clear **Phone**.
5. Click **Update contact**.

The **Edit Contact** window closes when the changes save.

The **Text messaging** status on the edit form shows whether the contact is subscribed
or has opted out. You can't change that status there.

To change notes, edit the **Notes** card on the contact's page. The card is
editable only when your role can edit contacts.

## Add an address to a contact

The New Contact form saves one address with the contact. Use the contact's page to add more.

1. Click **Add** or **Manage** in the **Addresses** card.
   - **Add** appears when the contact has no addresses. **Manage** appears when they have
     one or more.
   - Or open **More contact actions** and click **Manage addresses**.
   - The card button appears only when your role can edit contacts.
2. Click **Add address** in the **Manage Addresses** window.
3. Enter the **Address line 1**, **City**, **State**, and **Postal code**.
   - All four fields are required.
   - Enter **Address line 2** or **Country** if you need them.
4. Turn on **Set as primary address** or **Dog on site** if they apply.
5. Click **Add address** at the bottom of the form.

The form closes, and the new address appears in the **Manage Addresses** window.

## Change a contact's address

You change an address in the **Manage Addresses** window.

1. Click **Manage** in the **Addresses** card.
2. Click the **Edit address** button beside the address you want to change.
3. Change the fields you need.
4. Click **Update address**.

The form closes, and the **Manage Addresses** list returns.

To remove an address, click the **Delete address** button beside it.
This needs full access to contacts.

## Fields and limits

- **First name** and **Last name** are required, and each takes up to 50 characters.
- **Email** is required and must be a valid email address. It is saved in lowercase.
- **Phone** is optional. If you enter one, it must be exactly 10 digits.
- **Company name** takes up to 100 characters.
- **Notes** take up to 25,000 characters.
- **Dog on site** flags an address for crews on the job or route.
- A contact can have only one primary address.
- Only an address that places successfully on the map is used for routes. Others go to the
  address review queue.
- Some plans set a contact limit, and deleted contacts don't count toward it. For plan options, read
  [Change Your Plan](/help/organization/change-your-plan).
- Creating a contact needs edit access.
- Adding or changing an address needs edit access.
- Editing a contact's details needs edit access.
- Deleting an address needs full access.

To see how roles are set, read
[Create and Edit Roles and Permissions](/help/team/roles-and-permissions).