To add a contact, go to Contacts, select Add contact on desktop or New in the mobile app, enter a name, and select Create contact. You can add an email, phone, address, contact type, and referral source too.
Available on the Flex, Pro, Scale, and Business plans. You need permission to edit Clients to add or edit a contact, and permission to delete Clients to delete one. Works on desktop and in the mobile app.
Add a contact
Select Contacts. On desktop, it is in the left sidebar. In the mobile app, it is in the bottom tab bar, or under More if you moved it.
On desktop, select Add contact at the top right. In the mobile app, select New at the bottom of the screen.
In the New Contact form, enter a Name. It is the only required field.
Fill in any of the optional fields: Company name, Contact Type, Email, Phone, and address.
Select Create contact.
Handoff adds the contact to your list.
Contact types, referral source, and the project switch
Contact Type is Client unless you change it. You can also choose Subcontractor or Vendor, or type a new name in the search box and select Add to create your own type.
Subcontractor and Vendor contacts get a Trade field and a Working with us since date. Handoff shows these fields only for those types.
For a Client contact, the Referral source field records where the contact came from. Choose one of the defaults: Repeat customer, Word of mouth, Website form, Google Search / Maps, Google Ads, Social Media, or Marketplace. You can also type a new source and select Add to save your own.
Turn on Also create new project to create a project for the client at the same time. The button then reads Create contact & project, and Handoff opens the new project.
Edit a contact
Select Contacts, then find the contact. You can search by name, company, phone, or email.
Open the row menu for the contact and select Edit. You can also open the contact and select Edit on the profile card.
Change the details.
Select Save changes.
Delete a contact
Open the row menu for the contact in the Contacts list and select Delete.
Select Delete to confirm, or Keep contact to cancel.
Deleting a contact removes it permanently. Existing estimates stay, but without a contact.
Add a client from a project
Open the project and go to the Overview tab.
In the Client details card, select Add client.
In the Assign client window, search for an existing client and select it to assign it to the project.
To create a new client instead, select New client and fill in the New Client form.
Select Create client.
The Client details card shows the client's name, phone, and email. Only Client contacts can be assigned to a project.
Filter and sort your contacts
Use the contact type filter at the top of the Contacts list to see one kind of contact. Choose Client, Sub, Vendor, or one of your own types. Select All to see everyone again.
To change the order, use the sort control and choose A-Z or Z-A. Handoff sorts by name.