How to Add Contacts in the Backend

You can add contacts in Inspect Point from either the Contacts tab on the navigation bar or directly from a Building’s Contacts tab.

👤 How to Add a Contact

1. Start by Clicking "+ New Contact"
   • This can be done from either the Contacts tab or from a Building's Contacts tab.
2. Fill in Contact Information
   • You’ll land on the “New Contact” screen, which includes general contact fields.
   • While most fields are optional, except Name, we recommend filling out the following:
     • Name - Used to identify the contact throughout the system
     • Email - This is essential — proposals, reports, and other communications rely on it
     • Phone - Use cell or work number for scheduling/follow-up - Technicians can see
     • Notes - Add internal notes, such as preferred contact method

   • The technicians can see the contact's name, email, and phone in the field 

     

3. Assign to an Account (Optional)
   • Scroll down to the Account Information section:
     • Use the dropdown to assign the contact to a customer account.
     • Contacts can only be assigned to one account.
     • You can skip this step and assign the contact later from the Account screen if needed.
4. Set Contact Roles (Optional)
   • Roles set at the Account level are automatically inherited by all Buildings linked to that account.
   • Roles set only at the building level apply to that specific building and do not affect other buildings under the same account.
   • 👉 Related Article: How to Set and Manage Contact Roles in Inspect Point
5. Customer Portal Invitation & Access
   • This info is based on the configurations in your Customer Portal Settings.
   • If you do not have Customer Portal enabled, you will not see this section. 

   • 👉 Related Article: Customer Portal Settings

     

6. Click “Create”
   • Once you've completed the contact setup, click Create
   • You'll be redirected to the Contact Detail screen where you can:
     • Edit general information
     • Add building associations
     • Manage roles and portal access

Click Save when finished with all of your selections.

Need help? Contact our Support Team at support@inspectpoint.com or submit a support ticket through the "Submit a request" link above.