What Are Additional Contacts?
A customer record can hold more than one person. The property manager, the tenant, the spouse who handles the bills — each can be an additional contact with their own name, phone, email, and country, and each can receive the estimate, the on-the-way text, and the invoice without anyone forwarding emails.
The August 2026 update let a job carry more than one contact. The September 2026 update moved those contacts onto the customer record itself, where they belong.
Quick Facts
Available on: All plans
Where: the customer's manage sheet (create and edit) and the contact screen (list)
Used by: jobs, estimates, and invoices — one shared recipient picker
Auto-add: a per-contact toggle attaches that person to every new estimate, job, or invoice automatically
How to Add an Additional Contact
Open the customer and open their manage sheet.
Add a contact with their name, phone, email, and country.
Decide whether to turn on auto-add for that person (see below).
Save. The contact now appears on the customer's contact screen and is offered as a recipient on every job, estimate, and invoice for that customer.
The Auto-Add Toggle
The old "primary contact" star is gone. In its place, each additional contact has an auto-add switch:
On — the person is attached automatically whenever you create a new estimate, job, or invoice for this customer.
Off — the person is available in the recipient picker but only attached when you choose them.
Turn it on for the people who should always be in the loop (the billing contact, the site manager) and leave it off for occasional recipients.
Where Additional Contacts Show Up
Estimates and invoices — attached contacts are shown on the estimate and invoice detail screens, and emails and texts fan out to them.
Calendar jobs — attached contacts are shown on the job, and on-the-way notifications and automations reach them.
Texting — the SMS recipient dialog has a country-code picker, and one phone formatter is used everywhere, so a contact in Trinidad or Jamaica dials correctly instead of being truncated.
Also new: a contact prefix (Dr / Mr / Mrs / Ms) replaces the former suffix field.
Frequently Asked Questions
Is there a limit on additional contacts?
No limit is set on the number of additional contacts per customer.
Do additional contacts get the on-the-way text?
Yes, when they're attached to the job — automatically if auto-add is on, or when you pick them.
What happened to the "primary contact" star?
It was replaced by the auto-add toggle, which does the same thing more precisely: it decides who is attached to new documents by default.
Can I add an international phone number?
Yes. Pick the country code in the SMS recipient dialog and the number is formatted and dialled correctly.
Does this replace creating a separate customer?
For people who belong to the same account — a tenant and a landlord, two owners of one home — yes. If someone is genuinely a different customer with their own jobs and billing, create them as their own contact: see How to Create a New Client Contact.
Need help? Contact us at support@quoteiq.io or text (912) 913-7154.