Who this is for: Managers | Part 2 of 2: ← Scan a Business Card and Save a Contact
💼 Why this matters
A CRM is only useful if it’s complete. Most contractors track their best clients in their head and lose track of everyone else. Adding contacts consistently — scanning cards, importing from your phone, or typing them in — turns a scattered mental list into a system you can search, sort, and act on. And once a contact is in the CRM, moving them into the pipeline takes one tap.
There are three ways to add a contact to your CRM: scan their card (covered in Part 1), import from your iPhone’s Contacts app, or enter them manually. All three land in the same place — a contact record in your Clients list.
Open the CRM #
Tap Clients from the home screen. Your contact list opens under the navigation title Clients. Three buttons appear in the top-right toolbar — each is a different way to add a contact.
Option A — Import from your Contacts app #
Tap the person with a plus badge icon in the toolbar. Your iPhone’s native Contacts picker opens. Find the person, tap their name, and their contact information imports directly into a new CRM record — no re-typing. Review the imported fields and tap save.
Option B — Add manually #
Tap the + icon in the toolbar. A blank contact form opens. You can also tap Import from Contacts at the top of the form to pull in information from your phone — the same picker as Option A, accessible from within the form itself.
Fill in the Contact section:
- Name — required
- Company, Title / Role
- Email, Website, LinkedIn URL
- Phone — with a Cell / Work type toggle; add a Second Phone (optional) if they have multiple numbers
- Contact Type — Customer, Prospect, Lead, or Networking Contact. This controls the badge color and the “since” date label on the contact record.
Set the lead source #
The How did they find you? section holds the Lead Source picker. Choose how this contact came to you: Referral, Social Media, Google, Website, Cold Outreach, Networking Event, Repeat Client, or Other. If you select Other, a text field appears — Describe how… — for a custom description.
Lead source data feeds your win/loss and conversion analytics over time. The more consistently you set it, the more clearly it shows which sources are actually generating business.
Add an address #
Tap the Address disclosure group to expand it. Enter Street, Apt / Suite, City, State, and ZIP. This section is collapsed by default — tap the label to open it.
Client Metrics Dashboard — on existing contacts #
When you open an existing contact to edit it, the Client Metrics Dashboard appears at the top of the form — a live summary of that client’s financial history with your business. Three tiles show:
- Open jobs value — total value of all active jobs linked to this client, labeled with the count (e.g. “2 open jobs”)
- Total paid — all time — all payments collected across every job linked to this contact
- Lifetime value — shown when the client has retainer or recurring jobs; reflects the ongoing value of the relationship
Below the tiles, a Follow-up row lets you set a follow-up date and tap Add to Calendar to schedule a reminder directly in your iPhone’s calendar.
The dashboard also shows a contact type badge — tap it to change the type between Customer, Prospect, Lead, and Networking Contact at any time.
Add to Prospect Pipeline #
On any existing contact, scroll to the bottom of the edit form and tap Add to Prospect Pipeline. A confirmation prompt appears — tap Add. A New Lead entry is created in your Prospect Pipeline linked to this contact. You can then move them through the pipeline stages as you work the lead.
💡 Tip: If you scanned their card and enabled Add to Prospect Pipeline during the scan flow, the pipeline entry is already created — you don’t need to do it again from the contact edit screen. Both paths create the same New Lead entry.
✅ You’ve completed the Business Card Scanner and CRM setup.
Contacts are in the system, lead sources are tracked, and active leads are in the pipeline.
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