Managing Contacts

The Contacts page is where you manage all your customer records — whether they've been synced from your CRM or added manually.

Contact List

Your contacts are displayed in a searchable, filterable list. Each contact shows their name, email, phone, and current status.

Filters

Use the filter tabs to focus on specific groups:

• All — every contact, sorted with action-required items at the top
• Active — contacts with active agreements or recurring services
• Pending — contacts with agreements awaiting signature
• Archived — contacts you've archived

Contact Profiles

Click any contact to view their full profile, which includes:

• Contact information — name, email, phone, address (editable)
• Agreements — all agreements sent to this contact, filterable by status (Completed, Pending, Expired, Archived)
• Visit information — upcoming and past service visits
• Invoices — payment history and lifetime value (LTV), calculated from paid invoices
• Action required — if there are approved quotes awaiting review, they'll appear prominently with options to send or skip

Adding Contacts

If you're connected to a CRM, contacts sync automatically. You can also create contacts manually by clicking Create Contact and entering their details.

Sending from a Contact

From any contact's profile, you can initiate sending an agreement directly — the contact's information is pre-filled in the send flow.