Managing Contacts

Contacts in Estimatics represent the individual people you interact with across your inspection work. Every adjuster who reviews your report, every property owner whose home you inspect, every contractor who handles repairs — they all live in your contacts list. Building a strong contact database saves time on job creation and gives you visibility into who you work with most.

What contacts represent

A contact is any individual person associated with your jobs. Common examples include:

Adjusters — field or desk adjusters at insurance carriers who review claims and inspection reports.
Property Owners — the homeowners or building owners whose property you inspect.
Public Adjusters — individuals at PA firms who manage claims on behalf of policyholders.
Contractors — restoration or repair professionals involved in scoping or completing work.
Vendors — individuals at third-party companies who provide specialized services.

Each contact can be linked to an organization, to specific jobs, or both.

Creating a new contact

Navigate to CRM → Contacts and select Add Contact. The creation form includes:

First Name and Last Name — the contact's full name.
Email — their primary email address.
Phone — a direct phone number.
Type — select from Adjuster, Contractor, Vendor, Property Owner, or Other.
Organization — optionally link the contact to an existing organization. For example, link an adjuster to their insurance carrier.

After saving, the contact is immediately available for selection when creating or editing jobs.

Contact detail view

Selecting a contact opens its detail view with the following tabs:

Contact Info — displays and lets you edit the contact's name, email, phone, type, and linked organization.
Property Owners — if this contact is associated with property owners (for instance, an adjuster who has handled multiple claims), those relationships appear here.
Jobs — lists every job where this contact is referenced, whether as the assigned adjuster, the property owner, or another role. Each entry links directly to the job detail view.

Linking contacts to organizations and jobs

Contacts gain the most value when they are connected to the rest of your data. There are two primary relationships:

Organizations. When you assign a contact to an organization, that relationship persists across all jobs. If adjuster Jane Smith works for Acme Insurance, linking her to that organization means every job she appears on automatically reflects the Acme connection.

Jobs. Contacts are linked to jobs during the job creation process. When you select a property owner in step one or assign an adjuster in the insurance information step, those contacts are tied to the job record.

Contact types

Estimatics supports the following contact types:

Adjuster
Contractor
Vendor
Property Owner
Other

The type field helps you filter your contact list and determines where a contact appears in dropdown menus during job creation.

Search and filter

The contacts list includes a search bar for finding people by name and filters for narrowing by type or linked organization. As your contact list grows, these tools keep your workflow fast — type a few letters of a name and the matching contacts appear instantly.

Property owner management

Property owners are a special category of contact. When you create a job, the first step asks you to select or create a property owner. That property owner is stored as a contact with the Property Owner type. You can view all property owners from the contacts list by filtering on the Property Owner type, or see them aggregated on the Property Owners tab of any contact or organization detail view.

Managing property owners through the CRM means you never have to re-enter their information. If a returning customer has a new claim, you select them from your existing contacts and their name, email, phone, and address carry forward automatically.