Organize Your Relationships: Add, Edit, and Manage Contacts
Easily manage your customer and vendor database with WorkOrderly’s intuitive contact management tools.
- Add new contacts with detailed information.
- Edit existing contact profiles.
- Organize contacts with tags and categories.
- Import and export contact lists.
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Mastering Your Contacts with WorkOrderly
The Central Hub for All Your Relationships: The Contact View
In WorkOrderly, strong relationships are the foundation of successful work order management. Our intuitive Contact View provides a comprehensive snapshot of every individual and company you interact with, ensuring you have the information you need right at your fingertips.
Key Features of the Contact View:
- At-a-Glance Information: Quickly access essential contact details, including name, company affiliation (if applicable), primary phone number, address, and email.
- Effortless Navigation: Easily locate specific contacts through the prominent search bar and the convenient alphabetical index. Jumping to contacts based on their initial letter is fast and efficient.
- Detailed Contact Records: Dive deeper into individual contact profiles to view additional phone numbers and email addresses, ensuring you have multiple ways to connect.
- Relationship Tagging: Clearly identify the nature of your relationship with each contact. The Contact View allows you to categorize individuals as Customers, High-Priority Contacts, Vendors, or Employees, enabling targeted communication and streamlined workflows.
- Seamless Work Order Management: Directly initiate new work orders associated with the current contact with the “New Workorder” button.
- Quick Action Buttons: Easily “Save” any changes made to the contact information.
- Integrated Work Order History: Gain immediate insight into past interactions by accessing the “Workorders” tab. This provides a clear history of all work associated with this contact, categorized by status (New, Scheduled, Complete, Invoiced, Unpaid, Paid, Loss, Cancelled). The number displayed next to “Workorders” indicates the total number of work orders linked to this contact.
- Efficient Filtering: Quickly filter the associated work orders by their status (New, Scheduled, Complete, Invoiced, Unpaid, Paid, Loss, Cancelled) for focused review and action.
Benefits of Using the Contact View:
- Improved Organization: Keep all your contact information centralized and easily accessible.
- Enhanced Communication: Quickly find the right contact details for efficient outreach.
- Stronger Relationships: Understand the nature of your interactions with each contact for better service.
- Streamlined Workflows: Initiate and track work orders directly from the contact profile.
- Better Decision-Making: Access historical work order data to inform future interactions.
The WorkOrderly Contact View is designed to be your go-to resource for managing relationships and ensuring smooth operations. By providing a clear and comprehensive overview of your contacts and their associated work, you can build stronger connections and deliver exceptional service.