Adding Job Contacts

    

The Contacts page on a job profile allows you to keep a streamlined record of all project-specific contacts. Organising your communication this way ensures that every individual associated with a job - from site foremen to client representatives - is correctly linked and easy to find.

This guide covers:

  • Navigating to the Contacts page within a specific job profile.
  • Adding existing contacts already associated with the parent Company.
  • Creating new contacts directly from the job record.
  • Ensuring the correct contact type is selected for each individual.
  • Filling in essential contact details for clear communication.

Your project-specific communication is now structured and easy to manage.

💡 Power User Insight: Linking contacts directly to a job profile ensures that your site supervisors have the correct emergency and operational contacts at their fingertips. This direct link allows you to filter your global contact directory by job, giving you an instant snapshot of all key stakeholders for that specific project.