Contacts and Jobs

What Can I Do on a Contact’s Page in the Mobile App?

Navigate your customers' records on the go.

For iOS: 

When viewing the page of a Contact, you can:


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  1. Add details to the Contact by making a selection from a drop-down menu, such as:
    1. Photos
    2. Tasks
    3. Jobs (if enabled)
    4. Related Contacts
    5. Notes
    6. Documents
    7. Forms
    8. Financials (Estimates, Invoices, etc.)
    9. Work Orders (if enabled)
  2. Edit the Contact's information.
  3. Change the Contact's Status.
  4. Call the Contact 
    1. Once your phone call has ended, you will be prompted to leave a note, which will automatically populate the following information:

    2. Select the @ icon toward the bottom of the note to mention a team member, type out additional context if needed, change the note type to categorize it as something other than "Phone Call", and then click save to log the activity.
  5. Text the Contact.
    1. If you do not have Engage set up, you will be directed to your device's native messaging app instead of the Engage tab.
  6. Email the Contact.
    1. You can use Email Templates that have been designed in the Web App, add attachments, and B/CC additional recipients on the conversation. Once you send the email, it will be recorded under the Contact's Activity Feed.
  7. Get directions to the Contact's address.
    1. Your device's primary navigation app (i.e. Google Maps) will open and populate the customer's address when you click on this icon.
  8. Create a new Job (if enabled) to associate with the Contact.
  9. Review the Contact's details, such as their address, phone number, and Workflow Type.
  10. See the Contact's Activity Feed
  11. View associated Files, such as Financials, Forms, Photos, Notes, and more.

For Android:

When viewing the page of a Contact, you can:


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  1. Manage or edit the Contact's details, including updating their name or any other information present.
  2. Update the Contact's Status.
  3. Call the Contact.
    1. Once your phone call has ended, you will be prompted to leave a note, which will automatically populate the note with the phone number and the length of the call.

    2. Select the @ icon toward the bottom of the note to mention a team member
    3. Change the note type to categorize it as something other than "Phone Call"
    4. Toggle the Private button on or off
    5. Click save to log the activity.
  4. Text your Contact using the Engage feature or your build in device messenger.
  5. Email the Contact.
    1. You can use Email Templates that have been designed in the Web App, add attachments, and BCC/CC additional recipients on the conversation. Once you send the email, it will be recorded under the Contact's Activity Feed.
  6. Get directions to the Contact's address.
    1. Your device's primary navigation app (i.e. Google Maps) will open and populate the customer's address when you click on this icon.
  7. Open the Contact's menu.
    1. From here, you can add a Task, relate a new Job (if enabled), relate a new Contact, add a Note, submit a Form, use the naturalForms integration, take or upload a photo, and create Financial documents.
  8. View the Contact's related records

 

Select Activity to review the Contact's Activity Feed, ordered by most recent events. Status changes, in/outbound emails, notes, automated activity, and more are recorded here. Learn more about logged Activity here.


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Select the files option to reveal the following tabs:

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