Create a Contact

Create a Contact

Mobile App

Create a Stand Alone Contact 

  1. Select Contacts tab along the bottom, indicated by a "person" symbol
  2. Tap ➕ on the bottom right
  3. Fill out contact info and tap Create



Learn how to link a Contact to an Asset Here

Create a Contact on an Asset

First, Find an Asset

  1. Tap Edit Details
  2. Select Contact Details
  3. Select Type (owner, manager, or tenet)
  4. Tap ➕ to Add New Contact 
  5. Fill out contact info and tap Save
  6. Tap ✔️ in the top-right to Save





Browser App

Create a Stand Alone Contact 

  1. Select Contacts tab along the side bar, indicated by a "person" symbol
  2. Tap Create Contact on the top right
  3. Fill out contact info and tap Create




Learn how to link a Contact to an Asset Here

Create a Contact on an Asset

First, Find an Asset
  1. Click Edit Details
  2. Select Contact Details
  3. Click Add New Contact
  4. Fill out contact info and click Save
  5. Select Type (owner, manager, or tenet)
  6. Click Save