How to Add a New Contact

Adding new contacts in Roof Chief is quick and straightforward. You have two options: the standard contact form or the 'Quick Contact' feature using AI.

Starting a New Contact

1. Click the Plus button at the top of the screen
2. Select New Contact from the menu

Required Information

Roof Chief only requires two pieces of information to create a contact:

• Name
• Address Everything else (phone number, email, notes) is optional, though adding more details helps with organization and communication.

Standard Contact Form

The contact form includes standard fields that should be familiar:

• Name
• Company name (if applicable)
• Email address
• Phone number
• Notes

Address Verification

Roof Chief connects with Google Maps to verify addresses. When you start typing in the address field, you'll see a list of nearby real addresses. This helps ensure you're not sending team members to incorrect or non-existent locations. Simply click on the correct address from the suggested list.

Additional Options

You can add extra information when creating a contact:

• Schedule an appointment right away (optional)
• Lead source - how the customer found you
• Custom fields - like county information for permitting or tax purposes
• Assign a salesperson - they can receive automatic notifications by text or email
• Lead taken by - who handled the initial contact
• Requested service - what the customer is calling about

Quick Contact with AI

For faster entry, use the Quick Contact feature. Instead of filling out individual fields, you can type all the information naturally in one text box. For example: "Jane Smith called about a leaky roof at her home. Here's the address. Here's her phone number." The AI will automatically extract the information and populate the correct fields when you click submit.

Saving Your Contact

Once you've entered the required information, click Save to create the contact. The system can be customized to match your company's specific requirements.