What are Categories in Contacts?

Multiple ways of using Contacts along with Jobs

Hatim S
Written by Hatim SLast update 3 years ago

When you are adding a new contact, it becomes very important to allot it a category, so that it can be easily searched within the app, and be used according to its role and category.


Following are a few example categories:

Client
Vendor
Contractor
Electrician
Plumber
Carpenter
Mason
Glazier
Painter
Labour


The Client Category will always be existing inside the app, so that you can add your clients, and their information will be used while creating proposals and invoices.

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