Contacts
The people you quote.
Name, phone, email. Pull them onto the next quote.
The Person
Who gets the quote.
On the Quote
Pick them. Do not retype the name.
History
What you have sent them.
Common questions
Good questions deserve straight answers.
Are contacts separate from properties?
Yes. Contacts are people. Properties are addresses. You can link them.
Are contacts separate from companies?
Yes. A contact is a person. A company is the business that contact belongs to.
Which plans include contacts?
Contacts are included on Free, Pro, and Elite.
Keep the person once.
Reuse them on the next quote, invoice, or property.
Request Access
5 quotes and 3 invoices free every month. No credit card.