How do I add a contact for a Site?

Admins and Fieldworks may need to contact different people for a job. To manage these contacts, Admins and Fieldworkers can add Contacts to their Sites.

From Clients, select the Client Name to open the Client Record.

Select Sites and Contact then select Site Name to open the Site Record.

Select Add Contact.

Add the contact details and make sure all fields with an asterisk are filled in then select Save. 

The Contact is added to the Site.

Learn how to add a contact to a client.