How to Add Contacts Across the System [Mobile]

Step-by-step instructions

1. 
   Step 1

   To add a contact in the mobile app, navigate to a job and locate the Contacts section to access the contact floater button.

2. 
   Step 2

   Click the Add Contact button, enter the contact's name, and tap Save to link the new contact to the customer.

3. 
   Step 3

   Link the newly created contact to the site to complete the association with both the customer and the site.

4. 
   Step 4

   Navigate to a quote record, locate the Contacts section, and click the contact floater button to add a contact.

5. 
   Step 5

   Enter the contact's name, tap Save, and select a role to link the contact to the quote and complete the process.