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Your Contacts

Guide
contacts
tags
property-intel
leads

Your contacts

Contacts is your book of business, and it builds itself: every address you mail or save shows up here. Search it, sort it, tag it — and click any row to see everything you know about that door.

Where contacts come from

  • Mailing. Send a postcard to an address and it becomes a contact automatically.
  • CSV upload. Lists you bring in through the send flow land here too.
  • Add one by hand. Tap Add contact, type the home address, and optionally a name, business, and tags. Adding the same address twice just updates it — no duplicates.

Tags — label them your way

Tags are whatever helps you sell: "past customer", "roof 2024", "referred by Mike". Start typing and Quillus suggests from tags you've already used. Need to label a whole street? Check the rows and hit Tag selected — tags are added to each one (never removed).

Tags aren't just organization: a tag can drive a mailing list. See Building Audiences.

The Intel column

Three little icons per contact — owner name, property record, permit history:

  • Green — on file and fresh.
  • Amber — on file but aging; open the contact to refresh it.
  • Dim — not unlocked yet. That's the door you haven't looked behind.

The contact drawer

Click a row and the drawer opens: a street-view photo of the property, the touches you've sent and the responses that came back, and the property dossier — owner, property record, permits — for anything you've unlocked. Anything still locked shows a reveal button with the price right on it.

Want it automatic? In Settings, turn on auto-reveal and every new contact unlocks itself as it arrives — or run Hydrate all contacts now to catch up the whole book at once, with the cost shown before anything is charged.

Tip: tag jobs as you finish them ("deck 2026"). Two years later, "everyone with a deck older than a couple seasons" is one tag search away from being a mailing.