PEOPLE & CONVERSATIONS
Contacts
Caller details, jobs and the next follow-up.
Add a contact
For customers who haven't called. This won't send them a message.
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Follow-up reminders
Shown while using the app. Background phone alerts are not enabled. Times use .
A little context goes a long way.
Choose a contact to review their details and the conversation behind the call.
CONTACT RECORD
LATEST CALL
Follow-ups for this contact
Jobs & estimates
Each job has its own stage. A new call won't change a completed job.
Activity timeline
Correct duplicate contacts
This contact's edited details stay primary. Other calls, notes and jobs are preserved. You can undo the merge. Shared numbers may belong to different people.