Understanding Contacts in Notifi
Notifi is an all-in-one platform that unifies communication, scheduling, estimating, payments, and customer management for service businesses. The Contacts module is the core hub for managing customers, leads, and related interactions - enabling your team to stay organized and deliver faster, more personalized service.
This guide will walk you through the key features and functions of the Contacts section within Notifi.
What you will learn
Navigating the Contacts interface
Adding and editing contacts
Customizing contact views
Managing contact details, notes, and tasks
Navigating the Contacts Interface
The Contacts section gives you a unified view of every customer or lead connected to your business. Each contact card includes essential details - name, phone, email, address, and tags — along with linked jobs, estimates, and messages.
Tip: You can quickly search, filter, or sort contacts by status, creation date, or tags to find what you need.
Adding and Editing Contacts
To create a new contact:
Click Add Contact in the top-right corner.
Enter key details such as name, email, and phone number.
(Optional) Assign tags or add custom fields for segmentation.
Click Save to finish.
To edit an existing contact, open their profile, select Edit, update the details, and save your changes.
Customizing Contact Views
You can tailor the Contacts table to match your workflow.
Click Columns to choose what data is visible (e.g., tags, created date, assigned user).
Use Filters to view only specific contact types — such as active customers or new leads.
Sort by last activity, creation date, or custom fields for faster management.
Managing Contact Information and Tasks
Each contact profile includes:
Activity Timeline – view messages, calls, estimates, and payments.
Tasks – assign or create follow-ups directly from the profile.
Custom Fields – capture any unique information relevant to your business.
Linked Jobs and Service Plans – see all related work in one place.
Use Add Task, Add Note, or Add Field to log actions, reminders, or extra details.
By effectively utilizing the Contacts feature in Notifi, you can enhance your business management processes, ensuring all client information is organized and easily accessible.