Adding client contacts into QuoteIQ keeps your customer database organized and ready for quoting, scheduling, and marketing. In this guide, we’ll walk you through creating a new contact, adding customer notes, tagging, and saving multiple addresses.
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Step 1: Open the Contacts Tab
From your Dashboard, click the Contacts tab located in the left-hand sidebar.
Step 2: Create a New Contact
In the Contacts screen, click the + Create Contact button in the top right corner.
Step 3: Enter Customer Information
Fill out the customer's details:
First Name and Last Name
Email Address
Phone Number
Lead Type (choose the customer's lead source or category)
Company Name (optional if the customer is associated with a business)
Contact Photo (optional): Add a profile image to easily identify the client inside your Contacts list.
Step 4: Add Customer Notes and Communication Settings
Customize additional details:
Customer Notes: Add any internal notes or special instructions.
Blacklist Customer: Toggle ON if you do not want this customer to receive future communications.
Email Email & SMS Automation: Toggle ON or OFF if the customer should receive marketing emails and texts
Step 5: Add Tags to Segment Customers
Use Custom Tags to group and organize customers.
Tags allow you to create targeted groups for email and text campaigns.
Example Tags:
Commercial Account
'X Neighborhood' Resident
VIP Customers
Step 6: Enter Customer Address(s)
Choose if the address is a Residential or Commercial
Add the customer's address or add multiple addresses, if needed.
Click + Add a New Address to add the address(s)
Step 7: Save the Contact
Once all the information is entered, click Save.
Now your newly created Contact will be added to your Contacts List.
Step 8: View the Customer Record
After saving, you can view the full customer record, including:
Contact Information
Past Estimates
Past Invoices
Completed Inspection Forms
Tip: Keeping customer records updated helps you track work history and grow repeat business easily.