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.

Multiple sites

Add each site to the client so job history builds up per site. When the call comes in about "the Smith Street property", you'll see every job you've done there.

Multiple contacts

Add each contact with their own phone and email. When you send a quote or invoice, pick which contact it goes to.