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Manage contacts

Applies to v1.7+ · ~3 min read · Import guides

Maintain the contact records used with jobs and locations. Contacts is an address book that fills itself — every job you import saves its pickup and delivery addresses here automatically, and you can also add contacts by hand.

Review contacts

  1. Go to Data Setup → Manage Data.
  2. Select Contacts.
  3. Search by name, company, or phone, then select a contact to review its details.

Manage Data on the Contacts tab with a contact record selected.

Add or edit a contact

  1. Select New Contact, or select an existing contact and choose Edit Contact.
  2. Complete the visible contact fields: full name, role or nickname, phone number, email, and location.
  3. Select Save Changes.

Edit Contact showing contact information and location fields.

Delete a contact

Select the contact, choose Delete Contact, and review the confirmation before continuing.

Contacts are rebuilt from jobs

Deleting a contact does not affect jobs that already reference it — those jobs stay intact. Because Contacts is populated automatically from imports, a deleted contact is recreated the next time a matching job is imported.

Related: Manage vehicles · Recurring jobs · Import your jobs