Add additional contacts to a client

Some clients have multiple people you need to communicate with — a business with separate contacts for billing and operations, a property manager with on-site supervisors, a couple buying together. Use Additional Contacts to store all those people under a single client record.

Add a contact

1. Click the client name in the Clients list to open their profile.
2. In the Additional Contacts section, click + Add.
3. In the Create Contact dialog, fill in:
   • First Name
   • Last Name
   • Email Address (optional)
   • Phone Number (optional)
4. Click Create.

What happens next

• The new contact appears in the client’s Additional Contacts section.
• Additional contacts don’t have their own login — they’re part of the parent client’s record.

Tip

Add a description to the contact’s name (for example, “Jane Smith — Billing”) so your team knows who to contact for different matters.

FAQ

When should I add an additional contact instead of a separate client?

Use additional contacts when several people share the same buying entity — a couple buying together, a billing contact at a commercial client, an on-site project manager at a contractor. Use separate clients when the buying entities are genuinely independent (two siblings each buying flooring for their own homes, for example, even if they were referred together).

Can additional contacts log in to Service Buddy?

No — they don’t have their own login or portal access. They’re stored on the parent client’s record for reference and so you can include them in messages.

Will additional contacts get emailed copies of invoices and quotes?

Not automatically — emails go to the primary client email. To include an additional contact, add their email when sending the invoice or quote, or use them as a CC when you build the message.

Can I assign different contacts to different properties?

Indirectly — Service Buddy doesn’t formally link contacts to specific properties. Most retailers handle this by naming convention: “Jane Smith — 123 Main St (billing)” and “Mike Smith — 456 Oak St (on-site)” so your team knows at a glance who’s relevant to which property.

Can I edit or delete an additional contact?

Yes — open the client, find the contact in the Additional Contacts section, and use the edit or delete icons next to their entry. Deleting doesn’t affect the parent client.

What’s a good use of contact descriptions?

Append a role to the name: Jane Smith — Billing, Mike Jones — Site Foreman, Susan Lee — Accountant. Your team scans the contact list and knows immediately who to contact for what without having to remember.