Adding Contacts to Jobs

Where Job Contacts Live

Each job has a Contacts section. To manage it:

1. Open Jobs from the sidebar.
2. Click a job to open its detail page.
3. Find the Contacts card on the job page.

You can assign multiple contacts to a job and give each a role (e.g. Primary Agent, Homeowner, Access Contact). Those contacts are then available for documents (proposals, contracts) and for communication.

Adding a Contact to a Job

1. Open the job (click it from the Jobs list).
2. In the Contacts card, click Add.
3. Search for the contact by name or email, or scroll the list.
4. Select one or more contacts (checkboxes).
5. Choose the default role for new additions (e.g. Primary Agent). You can change each contact’s role after adding.
6. Click the button to add the selected contact(s) (e.g. Add or Add selected).

The contact appears in the job’s Contacts list with the role you set.

Adding a New Contact While on the Job

If the person isn’t in your contacts yet:

1. In the job’s Contacts section, use the search/selector that says Search or add contacts... (or similar).
2. Choose Add new contact (or the equivalent option).
3. Fill in name, type, and any optional details, then save.
4. The new contact is created and added to the current job in one step. Set their role as needed.

Contact Roles on a Job

Each contact on a job has a role that describes their relationship to that job:

| Role | Typical use | |-----------------|-------------| | Primary Agent | Main listing or real estate agent | | Homeowner | Property owner | | Access Contact | Person who provides access (lockbox, keys, etc.) | | Vendor | Contractor, mover, or other vendor | | Other | Any other role |

You can assign the same contact to different jobs with different roles (e.g. Agent on one job, Vendor on another).

Changing a Contact’s Role

On the job page, in the Contacts card, each contact has a role dropdown. Open it and pick a new role (Primary Agent, Homeowner, Access Contact, Vendor, Other). The change is saved automatically.

Removing a Contact from a Job

In the Contacts card, use the Remove (or trash) action next to the contact. Confirm in the dialog. The contact is only removed from this job; they remain in your Contacts list and on any other jobs they’re assigned to.

Summary

• Add — Use Add in the Contacts card, search/select contacts, set default role, then add. Or use Add new contact to create and add in one step.
• Change role — Use the role dropdown next to each contact on the job.
• Remove — Use the remove/trash action next to the contact and confirm.

Related

• Creating Contacts — Add agents, homeowners, and vendors to your contacts.
• Editing Contacts — Update a contact’s details.