Learn more about how you can create secondary contacts with Tradify's Sites feature.
Due to variations in our accounting integrations, Tradify isn't able to add secondary contacts to customers. Thus, as an alternative to this, we have created 'sites'. Using sites gives you the ability to add secondary contacts/locations to your customer profiles.
Creating a Site
To create a site, head over to Customers > select the relevant customer > click on the 'Sites' tab > then select "New Site".
Below is a comprehensive list of what each field represents on the Site profile.
Site Name - Use this field to give your site an identifiable name. This will be used on any related Job, Quote and/or Invoice.
Note: This is a mandatory field. You cannot save the Site profile without giving it a name.
Contact Name - Use this field if you have a primary contact for this Site.
Note: Only one contact can be added per site.
Note: If this site get's added to a Job, Tradify will use this address, instead of the default customer address.