Add another contact to a customer profile when someone else should be contacted, approve work or collect an item.
Before you start #
- Choose the correct customer before adding the contact.
- Have the sub-contact’s name and contact details ready.
- You can add a sub-contact from a customer profile or while creating a job.
1
Open the sub-contact form #
Open New Job, select the customer and choose the sub-contact option.
You can also open the customer profile and select Add New Sub-contact.
2
Enter and save the details #
Enter the contact name, contact type and any phone, mobile, email, address, postcode or notes you need. Enable This contact can authorise jobs for this customer only when this person is authorised to approve work. Select Add Sub-contact to save.
What happens next #
The sub-contact appears on the customer profile and can be selected when booking a job for that customer.
Common questions #
When should I use a sub-contact? #
Use one when a customer has another person your team needs to contact, such as an authorised collector or accounts contact.
Can I add one during booking? #
Yes. Select the customer in New Job and use the sub-contact option.
Where can I find a saved sub-contact? #
Open the customer profile or select the sub-contact when booking a job for that customer.
