Contacts Overview

Manage your customers, leads, vendors, and business contacts in one central location. The Contacts module is the foundation of your customer relationship management in Readybuild.

What are Contacts?

Contacts in Readybuild represent the people and companies you do business with. The system supports three main contact types:

Contact Types

Type	Description
Lead	Potential customers who have expressed interest but haven't purchased yet
Client	Active customers with sold projects
Vendor	Suppliers, subcontractors, and service providers

Individual vs Company Contacts

Contacts can be structured as:

• Individual - A single person (homeowner, decision maker)
• Company - A business entity with associated contacts
• Household - Primary and secondary contacts (e.g., spouses) sharing an address

The Contacts Page

The Contacts page is organized into tabs for easy navigation:

• Clients - All leads and customers
• Vendors - Suppliers and subcontractors
• External Leads - Incoming leads from web forms and integrations

Key Features

Contact Management

• Centralized database for all business relationships
• Link contacts to multiple projects
• Track referral relationships between contacts
• Support for primary and secondary contacts (partners/spouses)

Communication Tracking

• Log phone calls, emails, and meetings
• Track preferred contact method (phone or email)
• Mark "Do Not Call" status for compliance
• Download vCards for mobile devices

Lead Management

• Qualify or disqualify leads with reason tracking
• Assign sales representatives
• Track marketing source and campaign attribution
• Monitor conversion through sales stages

Vendor Management

• Classify vendors (Supplier, Subcontractor, Professional, etc.)
• Mark preferred vendors
• Assign vendor types/trades
• Track insurance certificates and expiration dates
• Manage vendor lead times

Tags and Organization

• Apply custom tags to contacts for categorization
• Color-coded tag display
• Quick filtering by tags

Custom Fields

• Configure additional fields for your business needs
• Support for text, dropdown, date, and checkbox fields
• Capture industry-specific information

Getting Started

• Managing Contacts - Add, edit, search, and organize contacts
• Contact Details - Understanding the contact record and its tabs
• External Leads - Process leads from web forms and integrations
• Contacts Import - Bulk import clients and leads
• Vendor Import - Bulk import vendors and subcontractors

Quick Actions

From the Contacts page, you can:

• Click + Add Contact to create a new contact
• Use the search bar to find existing contacts by name, email, phone, or address
• Switch between Clients and Vendors tabs
• Access External Leads to process incoming leads
• Use Import to bulk-add contacts from CSV files
• Filter by contact type, source, campaign, or custom criteria
• Export contacts for mailing lists or reports

Integration with Other Modules

Contacts are central to many Readybuild features:

Module	Integration
Projects	Every project is linked to a contact
Estimates	Estimates are created for contacts
Contracts	Contracts are generated for contact signing
Purchase Orders	POs are issued to vendor contacts
Calendar	Activities are scheduled with contacts
Marketing	Track source and campaign attribution
Referrals	Track referral relationships and rewards