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Clients and contacts

Contacts, invoice contacts and home email

Adding the people at a client, choosing who gets invoices, and a second email address.

Where
Clients → a client → Contacts
Level
Basics
  1. Open the client.
  2. In Contacts, click Add a contact.
  3. Type their name, job title, work email and phone numbers.
  4. Type a Home email if their work mail server sometimes turns messages away.
  5. Tick Send invoices to this person for the contact who deals with invoices.
  6. Click Add contact.

You can also add a contact without coming here. When you email an estimate or invoice to an address BidWrap does not know, it is saved as a contact for the job’s client, with no name yet. Untick If the address is new, save it as a contact for the client on the email form if you would rather it was not.

Every contact with an email address is suggested when you start typing in the To box of an estimate or invoice email. Home addresses are marked home, so you can tell them apart.

Changing or deleting a contact

Click Edit beside the contact. Change the details and click Save, or click Delete contact.

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