Managing Contacts

Hometrace includes a contact management system to help you organize the people you work with—contractors you recommend, clients you've inspected for, and real estate agents you partner with.

Accessing Contacts

From the inspector dashboard, click "Contacts" in the navigation to access your contact database.

Contact Types

Hometrace supports three types of contacts:

Contractors

Service providers you recommend to clients. You can categorize contractors by their specialty (HVAC, plumbing, electrical, etc.) for easy reference.

Clients

Homeowners and buyers you've performed inspections for. Keep their contact information for follow-up or future inspections.

Agents

Real estate agents you work with. Maintain relationships with agents who refer business to you.

Adding Contacts

To add a new contact:

1. Click "Add Contact" or the plus button
2. Select the contact type (Contractor, Client, or Agent)
3. Enter the contact's information:
   • Name (required)
   • Company (for contractors)
   • Phone number
   • Email address
   • Notes
4. For contractors, select appliance categories they service
5. Click "Save"

Contact Information

Each contact can include:

• Name: The contact's full name
• Company: Business name (primarily for contractors)
• Phone: Phone number for easy calling
• Email: Email address for communication
• Notes: Any additional information you want to remember

Contractor Categories

When adding contractors, you can specify what types of work they do:

• Select from built-in categories (HVAC, Plumbing, Electrical, Roofing, etc.)
• Add custom categories for specialized services

This makes it easy to find the right contractor when making recommendations.

Finding Contacts

Use the search and filter features to find contacts quickly:

• Search: Type a name, company, or other details to filter results
• Filter by type: Show only Contractors, Clients, or Agents
• Browse: Scroll through your full contact list

Editing and Deleting

Edit a Contact

1. Click on the contact's card
2. Update the information as needed
3. Click "Save" to apply changes

Delete a Contact

1. Click the menu icon (three dots) on the contact card
2. Select "Delete"
3. Confirm the deletion

Deleted contacts cannot be recovered.

Using Contacts

Your contact list is available when you need to:

• Look up a contractor to recommend to a client
• Find a client's contact information
• Reference an agent's details

Best Practices

Keep Information Current

Update contact details when they change. Outdated phone numbers or emails reduce the value of your contact database.

Add Notes

Use the notes field to remember important details—preferred contact methods, specialties, or past interactions.

Categorize Contractors

Take time to properly categorize contractors so you can quickly find the right service provider when needed.

Regular Review

Periodically review your contacts to archive outdated entries and ensure information is accurate.

Getting Help

Questions about contact management? Contact support at support@hometrace.co.