Adding new contact

• Select the “Clients” module from the left navigation menu and choose “Contacts”.
• The Contacts listing page opens.
• Click the ”+ New Contact” button at the top right corner of the page.

1. Primary Details
   • First Name (Mandatory): Enter the contact’s first name.
   • Last Name: Enter the contact’s last name. This field is optional but helps in full-name identification.
   • Organization: Select the organization the contact is associated with. This links the contact to a business entity.
   • Email (Mandatory): Provide the contact’s official email address. This email will be used for sending job-related notifications, invoices, and other communications.
   • Preferred Timezone: Choose the timezone that applies to the contact. This ensure that all time-sensitive activities, such as job scheduling, and alerts are correctly aligned with their local time.
   • Category: Select a category that best classifies the contact (e.g., decision-maker, technician, billing). Helps in filtering and reporting.
   • Accessible by everyone: Indicates if the contact should be visible to all users. Set to “No” by default to restrict visibility.
   • Account Manager (Mandatory): Choose the internal user responsible for managing this contact. Required to ensure accountability.
   • Tags: Add one or more tags to help categorize and search for the contact easily.
   • Has SLA: Specify whether the contact is covered under a Service Level Agreement (SLA). Select an option from the dropdown.
   • Pricelist: Select the relevant price list to be applied when jobs or services are performed for this organization.
   • Description: Provide a brief description for this contact.

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Lead Source

• Admin or user role with permission to manage customer and contact settings.

2. Open the General tab. Scroll to Track Lead Source? Toggle the switch ON (Yes) to enable. Click Save in the top-right corner. Once enabled, a Lead Source field appears on the Customer/Contact and Job creation and edit experience. Users can select or enter the lead source when adding or editing records.

1. Navigate to Settings → Customer/Contact Settings → Lead Sources.

2. The Lead Sources page displays all active sources_._
3. To add a newsource :
   • Click + New Lead Source in the top-right corner.
   • Enter a descriptive name (e.g., Instagram Campaign, Email Marketing, etc.)
   • Click Save.

4. To edit an existing source, under “Actions”, click the pencil (✏️) icon beside it, make your updates, and save. To delete a lead source, click the trash (🗑️) icon and confirm the deletion.

• These lead sources will appear as selectable options when users assign a source to a customer /contact or job record.

• View the lead source in customer /contact details or Job details.
• Filter customers/contacts and jobs by lead source in lists by filtering them as “Source”.
• Use this data to evaluate which channels bring the most leads.
  Note: The first job will inherit the lead source from the customer record. The second job onwards, it should be manually selected.

• Job Master Report
• Customer Master Report
• Report Builder (fully integrated for custom report creation)

• Lead source: Displays the lead sources.
• No. of Jobs: Shows the “Total number of Jobs against that particular lead source.”
• On hover: Reveals the total job value against that particular lead source.
• Filterable by date range: Users can apply custom date filters to focus on specific periods (e.g., quarterly or yearly trends).

• Customer Module: Update Lead Sources in bulk for multiple customers at once.
• Job Module: Apply Lead Source changes across batches of jobs.

• Filter by Source on the Job Listing Page.
• Filter by Source on the Customer Listing Page.

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Edge Cases & Validations

• Define a standard list of lead sources to maintain consistency.
• Encourage team members to fill in the lead source for every new record.
• Utilize reports or dashboards to analyze trends in lead sources.

2. Contact Information
   • Home Number: Enter the contact’s home phone number. Useful for personal or after-hours communication.
   • Mobile Number: Enter the contact’s mobile number. This is typically the primary method of communication.
   • Work Number: Enter the contact’s office or work phone number. Ideal for professional interactions.
3. Portal Details
   • Portal Access: Specify whether the contact should have access to the customer portal. Set to “Yes” to enable access and allow self-service features like viewing jobs, invoices, and quotes..
4. Tax Details Choose the applicable tax settings for the contact based on your region or internal policies. These settings will automatically be applied to invoices and billing documents.
   • Tax Preference: Choose whether the contact is Taxable or Tax Exempt. This affects how taxes are calculated for this contact in quotes and invoices.
   • Tax Group: Pick the appropriate tax group that applies to this contact. Tax groups define the specific tax rates or rules used.
5. Account Details
   • Billing Frequency: Choose how often the contact should be billed (e.g., monthly, quarterly, yearly). Helps automate and manage billing cycles.
   • Payment Term: Select the agreed-upon payment term for the contact. This defines the time frame within which payment is expected.

6. Property: You can associate properties with the contact to ensure seamless tracking of service history and work orders. To add a property,
   • Click ”+ Pick Property” next to the Property section.
   • Use the pop-up to search and select the relevant properties that belong to the contact.
7. Service and Billing Address: Add the contact’s service and billing locations. You can specify these details in two ways.
   • Address Entry: Type the full physical address.
   • Geo-Coordinates: Enter latitude and longitude if you want to use exact map-based positioning.
   For the most accurate location data, use the “Pick from Map” option. This allows you to pinpoint the address directly on the map interface.
   Once you’ve selected the correct location, click “Use this Address” to save the information.

8. Other Details If any custom fields are added under the settings, you can fill in the details here.