Clients·Updated Aug 2026

Sites and Contacts

Handle clients with multiple sites or multiple people to deal with

Bigger clients (property managers, builders, strata) have more than one site and more than one person to deal with. Add sites so job history builds up per site, and add contacts so you can pick who a quote or invoice goes to.

Adding sites and contacts

Open the client and add each site and each contact from their record. When the call comes in about "the Smith Street property", you'll see every job you've done there.

Sites and contacts on a client record on the web
Sites and contacts on the client record

Open the client and tap to add each site and each contact, giving every contact their own phone and email.

Sites and contacts on a client record in the mobile app
Add sites and contacts on the go

When you send a quote or invoice, pick which contact it goes to.