1. Overview
Before you can send quotes or schedule work, you’ll want your core customer list in place. CrossMerg makes this simple: every person or company becomes a “contact,” and every contact has a clean history of quotes, jobs, notes, and files.
This guide walks you through:
- Creating your first contacts
- Adding companies and linking people to them
- Understanding the relationship between contacts, companies, quotes, and jobs
- Best practices so your workspace stays clean as you grow
2. Step-by-step
Step 1 — Add your first contact
On any screen, click the + Add Contact button. You’ll see a small, simple form with the basics:
- First name & last name
- Email address
- Phone number
- Optional: address or notes
Step 2 — Decide if this contact belongs to a company
If you work with homeowners, they usually won’t have a company. But if you work with property managers, contractors, HOAs, or B2B clients, you’ll want to create a company record and link people to it.
To create a company:
- Go to Contacts
- Click Add Company
- Enter the organization name and details
Step 3 — Link people to companies (optional)
When adding a contact who works for a company:
- Select the company from the Company dropdown
- Save the contact
Linking them means:
- Quotes and jobs tied to that person will also appear under the company
- Notes and files can be viewed in one shared place
- You keep a clear record of who the decision-maker is
Step 4 — View a complete contact record
After saving, click into the contact you created. You’ll see tabs for:
- Details – contact info and company link
- Quotes – all pricing you’ve sent them
- Jobs – active and past work
- Files – images, documents, job photos
- Notes – internal comments or reminders
Step 5 — Best practices for adding contacts
To keep your system clean:
- Use one record per person. Search before creating a duplicate.
- Add companies only when relevant. Homeowners should stay as individuals.
- Use notes for anything important. Notes help teammates understand context.
- Attach files early. Job photos and PDFs stay organized when attached from the start.
3. Tips & common questions
“Should I import a big spreadsheet before doing anything else?”
Not yet. Add 3–5 real customers manually first so you learn how contacts work. Once that feels natural, importing a spreadsheet becomes straightforward.
“If a company has multiple contacts, who gets the quote?”
You pick the specific person when creating the quote; the company still sees the full history.
“Can I add custom fields?”
Yes. If your workspace uses special details (e.g., gate code, property type), you can enable custom fields so they show on the contact form.
“What if a contact changes companies?”
You can update the company link at any time. Past quotes/jobs stay tied to the original company unless you choose to migrate them.
4. What to read next
Once you’ve added a few contacts and companies, these next guides build naturally on top: