Overview

Customers often have multiple contacts - a spouse who handles appointments, a property manager, a superintendent at a job site. BlueClerk lets you add multiple contacts to any customer, so you always reach the right person.

Why Multiple Contacts Matter

Builders: Different superintendents for different subdivisions
Businesses: Multiple people handling service requests
Homeowners: Spouse, tenant, or property manager
Job-specific: Different contact for each work location

Adding Contacts

Adding a Contact to a Customer

Go to Customers and select the customer
Click the "Contacts" tab
Click "Add Contact"
Fill in contact details:
- Full name
- Phone number
- Email address
- Role/Title (optional)
Set as primary if this is the main contact
Save the contact

Contact Fields

For each contact, you can store:

Name: Full name of the contact
Phone: Direct phone number
Email: Email address
Role/Title: Their position or relationship
Primary: Whether this is the default contact
Notes: Specific notes about this person

Primary Contacts

What's a Primary Contact?

The primary contact is:

The default contact shown on customer records
Auto-selected when creating tickets/jobs
The first contact displayed in lists
Who receives invoice emails by default

Changing the Primary Contact

Go to the customer's Contacts tab
Find the contact you want to make primary
Click "Set as Primary" or the star icon
The previous primary contact becomes secondary

Using Contacts on Jobs

Selecting a Contact for a Job

When creating or editing a job:

In the "Contact" field, click to select
Choose from the customer's contacts
The selected contact's phone/email is used for that job

Job-Specific Contacts

You can also add one-time contacts directly to a job:

Click "Add Contact" on the job form
Enter their details
This contact is saved with the job but can optionally be saved to the customer

Contact Display on Jobs

The job detail and mobile view shows:

Contact name
Phone number (tap to call on mobile)
Email (tap to email on mobile)

Managing Contact Information

Editing a Contact

Go to customer's Contacts tab
Click on the contact to edit
Update the information
Save changes

Deleting a Contact

Go to customer's Contacts tab
Click on the contact
Click "Delete" or the trash icon
Confirm deletion

Note: Deleting a contact removes them from the customer but doesn't affect historical job records.

Contact History

Contacts are linked to jobs where they were used:

You can see which jobs a contact was the point of contact for
This helps track relationships over time

Tips

Always verify contact info before job day - bad numbers waste time
Add roles/titles to remember who handles what
Note the best times to reach each contact
Keep contacts updated when people change roles
Use the notes field for communication preferences

Common Questions

Q: Can one person be a contact for multiple customers? A: Yes, you can add the same person (with the same phone/email) as a contact for different customers.

Q: What happens to contacts when I merge customers? A: All contacts from both customers are combined. Duplicates may need manual cleanup.

Q: Can contacts receive invoice emails? A: Yes, when sending an invoice, you can choose which contact(s) to send it to.

Q: How many contacts can I add to a customer? A: There's no limit to the number of contacts per customer.

Q: Can contacts log in to see their jobs? A: No, contacts are just contact information. For customer portal access, they need their own BlueClerk account.

Managing Contacts