Contacts

Contacts are your clients and work sites. Every work in BeanRails is linked to a contact.

Adding a Contact

1. Go to Contacts in the sidebar
2. Click + New Contact
3. Fill in the contact details:
   • Name (individual or company)
   • Phone number
   • Email address
   • Address / work site location
4. Click Save

Contact Types

Type	Use case
Individual	Residential customer
Company	Corporate client with multiple work sites

Managing Contacts

• Search contacts using the search bar at the top
• Edit a contact by clicking on their name
• Archive contacts you no longer work with (they won't appear in work creation but history is preserved)

Linking Contacts to Works

When creating a work, you'll select a contact from your list. Their address auto-populates as the work location.

:::tip
Keep contact details up to date — they appear on your quotes and invoices automatically.
:::