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Manage contacts

Applies to v1.7+ · ~4 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.

Delete contacts in bulk

  1. Select the checkbox beside each contact you want to remove. Use the checkbox beside Contacts to select every visible record.
  2. Select Delete in the bulk-action bar.
  3. Review the confirmation before continuing. Select Clear instead if you want to remove the selection without deleting anything.

Two contacts selected with the Delete bulk action visible.

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