Contacts and sites

Manage contacts

A Contact belongs to one of a Customer's Sites. Enter at least an email or phone number. Customer document notifications use the customer's own email address.

1. Open the customer → Contacts.
2. Click Add contact.
3. Enter name, email, phone, and role.
4. Save. Contacts appear when you send Quotations, schedule visits, or grant portal access.

Edit or deactivate a contact from the same list when someone leaves the company.

Manage sites

A Site is a place where field work happens.

1. Open the customer → Sites.
2. Click Add site.
3. Select an address with a map position and add access notes. Select a region if needed; otherwise Tadbir resolves the region from the position. A Site cannot be moved to another customer through editing.
4. Save. Planners pick Sites when creating Work Orders.

Customers with portal access can also manage their own Sites — see Customers manage their own sites.

Communication history

1. Open the customer → Communications (or timeline).
2. Log calls, emails, or notes so the whole team shares context.
3. Filter by date or type when preparing a visit or commercial follow-up.