Quickie
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Clients & pipeline

Contacts

The Contacts list is your address book and lead tracker rolled into one. Every person you've spoken to — leads, enquiries and paying clients — lives here, ready to search, edit and chase.

What it does

The Contacts page is the master list of everyone in your business. From here you can:

  • Add, edit and delete contacts.
  • Search by name, phone, email or postcode.
  • Filter by pipeline stage and sort the columns.
  • Save your favourite filter combinations as Views you can re-apply with one click.
  • Select lots of contacts at once and update them in bulk.
  • Import a whole spreadsheet of contacts from a CSV file, and export your list back out to CSV.

Where to find it

In the top header, click Clients ▾ then Contacts.

URL: /dashboard/contacts

Step by step

Add a contact

  1. Click the Add contact button (the orange button, top right of the list).
  2. A pop-up titled Add contact opens. The fields are grouped into clear sections so it's quick to fill in — only Name is required:
  • Who — Name (e.g. John Smith) and Business (optional), their company name if any.
  • Contact details — Phone, Email, Address and Postcode. As you type a phone or email, Quickie checks your existing contacts and shows a small amber note if someone already uses it (with a link to open them) — handy for avoiding duplicates.
  • Pipeline — Stage (Lead, Request, Active Client, Inactive, Lost — new contacts default to Lead), Source (how they found you) and Type (One Off, a recurring cadence, or Unknown).
  • Services interested in — click the chips to select Window Cleaning, Gutter Cleaning, Power Washing, Conservatory Cleaning, Fascia/Soffit Cleaning or Other. A tick shows on the ones you've picked; click again to deselect.
  • Value & follow-up — Est. annual value (£) and Next follow-up (when to next chase them; new contacts default this to today).
  • Notes — anything useful to remember.
  1. Click Add contact to save. A green "Contact added" message appears and the new person shows at the top of the list.
Tip: you can also start adding a contact from anywhere using the Search… box (⌘K) quick-create.

Edit a contact

  1. Find the contact in the list.
  2. Click the ⋯ (three dots) button at the end of their row and choose Edit.
  3. The same form opens, pre-filled. Change what you need and click Save changes.

You can also open a contact's full page (click their name) and use the Edit button there.

Delete a contact

Only an owner can delete contacts.

  1. Click the ⋯ at the end of the row and choose Delete.
  2. A confirmation appears warning that deleting also removes their interactions and jobs. This cannot be undone.
  3. Click Delete to confirm.

Search

Type into the Search name, phone, email, postcode… box in the filter bar. Results update as you type (after a brief pause). Clearing the box shows everyone again.

Filter by stage

Use the status dropdown (next to the search box) and pick a stage — for example Lead — to show only contacts at that stage. Choose All statuses to clear it. When a filter is active, the count at the top reads "X contacts matching filters" and a Clear button appears to reset everything.

Sort and page through the list

  • Click a column heading (Name, Status, Source, Est. value, Next follow-up) to sort by it. Click again to flip between ascending and descending.
  • The list shows 20 contacts per page. Use the pager controls at the bottom to move between pages.

Saved Views (presets)

A View remembers your current status filter, search text and sort order so you can jump straight back to it.

  1. Set up the filters/search/sort you want (e.g. status = Lead, sorted by Next follow-up).
  2. Click the Views button (star icon) on the left of the filter bar.
  3. Click Save current view…, give it a name like "Hot leads to chase", and click Save view.
  4. To re-apply it later, click Views and select its name.
  5. To remove a saved view, open the Views menu and click the small bin icon next to its name.

Bulk actions

  1. Tick the checkbox at the start of one or more rows. To tick everyone on the current page, use the checkbox in the column header.
  2. A grey toolbar appears showing "X selected". If your filters match more contacts than fit on one page, a banner lets you select all matching across every page.
  3. Choose what to change:
  • Set status… — move everyone to a pipeline stage.
  • Set source… — set how they were acquired.
  • Follow-up — pick a next follow-up date for all of them.
  • Set round… — put them all in a round (or No round to clear it). Only shows once you have rounds.
  1. Click Apply. You'll see a confirmation like "Updated 12 contacts".
  2. Owners also get a red Delete button to remove the whole selection at once (with a confirmation step).
  3. Clear selection unticks everything.

Export to CSV

Click Export CSV (top right). This downloads a spreadsheet of your contacts. If you have a status filter or search active, only the matching contacts are exported.

Import from CSV

  1. Click Import CSV (top right), or go straight to /dashboard/contacts/import.
  2. Step 1 — Upload a CSV. Click the dashed box and choose your .csv file. The first row of your file must be column headings (e.g. Name, Phone, Email). The file is read and validated in your browser.
  3. Step 2 — Map your columns. For each contact field (Name, Business, Email, Phone, Address, Postcode, Est. value, Notes) pick which column of your file it comes from. Quickie guesses common headings automatically; set any field to Not imported to skip it. Name is required.
  • Set stage for all / Set type for all — apply one pipeline stage and client type to every imported row.
  • Set source for all — the source to use for everyone…
  • Source from column — …or pick a column in your file to read the source from each row. Common spellings (e.g. "flyer", "word of mouth", "FB") are matched to the right source automatically; anything it can't match falls back to the "Source fallback" you chose.
  1. Step 3 — Review & import. A preview table shows the first 50 rows with an OK or Skip badge each. Green "X ready" and red "X skipped" counts show the totals; skipped rows (usually missing a name) are listed with the reason.
  2. Click Import X contacts. When it finishes you're taken back to the Contacts list with the new people added.

What each screen shows

  • List header — a count of contacts, plus the Export CSV, Import CSV and Add contact buttons.
  • Filter bar — the Views menu, the status dropdown, the search box, and a Clear button when filters are on.
  • The table — columns for Name (with business name beneath), Status (a coloured badge), Source, Phone, Est. value, Next follow-up, and a ⋯ actions menu.
  • Bulk toolbar — appears only when rows are selected.
  • Empty state — if you have no contacts yet, a friendly panel invites you to add your first one.

Tips & good to know

  • Click any name in the list to open that contact's full page with their history, quotes, invoices and jobs.
  • The Next follow-up column is the engine behind the Follow-ups queue — keep it set and you'll never forget to chase someone.
  • Status badge colours: Lead = amber, Request = blue, Active Client = green, Inactive = grey, Lost = red.
  • Importing is great for moving your existing customer list (e.g. out of a chat group or old spreadsheet) in one go.

Troubleshooting

  • "That CSV looks empty" — your file needs a header row and at least one row of data. Re-save it as CSV and try again.
  • Rows are being skipped on import — the most common cause is a missing Name. Check that the Name field is mapped to the right column.
  • I can't see a Delete option — deleting (single and bulk) is restricted to owners. Ask the business owner if you need a contact removed.
  • The list looks short — you may have a filter or search active. Click Clear to reset.

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