Manage client accounts

Add the people you work with — realtors, homeowners, assistants, and team members — as Contacts, link them to companies and projects, and set how each one pays.

1. 1

   Open the Contacts page

   Where all your people live.

   • From the left-hand navigation, click Contacts under the Management System section.
   • This page stores all realtors, homeowners, assistants, team members, and other business contacts that can be linked to projects and accounts.
   
2. 2

   Create a new contact

   Add a new person.

   • On the Contacts page, click the New Contact button to add a new person to your workspace.
   
3. 3

   Enter the contact information

   Fill in the profile.

   • Complete the profile: First Name (required), Last Name, Email Address, Phone Number, Notes, Primary Company, and Address Information.
   • Once all required fields have been entered, click Create Contact.
   
4. 4

   Open the contact record

   Manage their profile.

   • After it is created, the contact appears in the Contacts list.
   • Click the contact's name to open and manage their profile.
   
5. 5

   Configure company, address & payment

   Set how they pay.

   • Update the Primary Company, Address Information, and Payment Method.
   • Choose Online (Stripe Connect) for online invoicing and automatic payment reconciliation, or External (Self-Collect) to record payments collected outside the platform.
   • When finished, click Save Changes.