In this article, you will learn how to create additional contacts and what to expect after creating those contacts.

Workiz enables you to create client profiles and store information such as contact details, service and billing addresses, and payment terms. You can also include additional contacts to provide important context when receiving calls.

Creating additional contacts

1. Open the client profile you want to edit
2. Next to Additional contacts, select the + icon
   
   
3. Create your contact (e.g., first name, last name, contact, address, etc.)
   
4. Select Add contact

What you'll see when receiving calls from additional contacts

After creating additional contacts under your client, Workiz will notify you of their relationship whenever they call. These callers will be labeled as an additional contact on the Workiz dialer and the Calls dashboard. 

Setting additional contacts as billing contacts

When creating an additional contact, you also have the option of setting them as a billing contact. This ensures that the additional contact is automatically CC'd on all billing-related emails (i.e., invoices and estimates).

To learn more about billing contacts, please see this article.