Add your clients and projects
Add a project and its homeowner together in two steps, then fill in the rest from the project page.
How do I bring my clients and projects into Homeezy?
Homeezy adds a project and its homeowner together. From Projects, click Add project: enter the project name, service and job address, then choose an existing contact or create a new one. The homeowner is saved to your contacts as part of the same flow, and the schedule, the stage and the paperwork are added from the project page afterwards.
Step by step
- 1Open the wizard
Go to Add project (from the Projects page).
- 2Add the project details
Enter the project name and service, and set the job address.
- 3Choose or create the homeowner
Pick an existing contact, or create a new one with a name and email. You can also add the homeowner later.
- 4Finish
Click Add job to create the project and save the homeowner. You land on the new project's page.
Creating a new homeowner here adds them to your Contacts. Use a consistent email so the same person is never duplicated.
To add a person on their own, use Add new on the Contacts page. This wizard is built to bring in a job and its homeowner together.
No. Contacts are matched by email, so a homeowner who already exists is reused rather than duplicated.
Upload them from the new project's Documents tab, so the job's paperwork lives in Homeezy from day one.
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