Contacts

One record, many roles — tenant, vendor, owner. Adding, linking, and exporting to your phone as a vCard.

On this page

A contact is a person or company you do business with. One contact record can play many roles over time: today's prospective tenant becomes tomorrow's tenant; the plumber who fixes a leak this month becomes a regular vendor; a property owner referred someone who turned into a lead. Instead of duplicating the same person across modules, the system keeps one record and lets it wear many hats.

What a contact holds

Each contact carries the standard identifying fields:

  • Name (required)
  • Phone
  • Email
  • National ID (Iqama / Hawiya for Saudi residents)
  • Company name (if they represent an organization)
  • Job title
  • National address — Saudi national-address format: street, district, city, postal code

You can attach notes for context the structured fields don't capture (e.g. "prefers WhatsApp," "always pays a week early," "speaks only Arabic").

Adding and finding contacts

Open Contacts → Add contact to create one. Required minimum: a name. Phone is strongly recommended — most internal linking flows search by phone number first because two people often share a surname but rarely a phone.

The Contacts page (/app/contacts) is your CRM-style list view: filter by role, search by name/phone/company, sort by recency or alphabetical. Like every other list page, the URL preserves your filters — you can bookmark "all active tenants" or "all vendors I've used this year" and come back to the same view tomorrow.

Roles a contact can play

Roles aren't a field on the contact itself — they're the relationships the contact has with other records:

  • Tenant — Listed as the lessee on one or more contracts.
  • Prospective tenant — On the receiving end of a lease offer that hasn't been signed yet.
  • Owner — Listed as the property/unit owner on a contract.
  • Vendor — Listed as the supplier on one or more expense records or maintenance tasks.
  • Representative — The named representative on a contract (e.g. property-management company signing on behalf of the owner).

A single contact can be all of these at once — the local plumber might be your vendor for an expense and your tenant in one of your residential units. The system tracks each relationship independently; closing the contract doesn't remove the contact, it just removes that one relationship.

Searching and linking

Contacts surface wherever a person or company is named in a flow:

  • The lease-offer wizard asks for the tenant — pick an existing contact or create a new one inline.
  • The expense form asks for the vendor — same picker.
  • The deposit-refund flow asks who the refund goes to — same picker.
  • Maintenance requests ask for the reporter and the vendor — same picker.

Searching by phone number is usually the fastest path: it's unique per person in the real world, and the search matches partial strings (typing 055 finds every contact whose phone starts with 055).

Download as a vCard (to your phone)

On the contact detail page, look for the "Download vCard" action. It generates a .vcf file containing:

  • Name (parsed into first / last / middle parts)
  • Phone (typed CELL)
  • Email
  • Company name + job title
  • National address (street + district + city + postal code + country = "Saudi Arabia")

The file follows the vCard 3.0 standard, which iOS Contacts, Google Contacts, Outlook, and every modern address-book app accept natively. The typical phone flow:

  1. Open the contact's detail page on the web or mobile app.
  2. Tap Download vCard.
  3. Open the downloaded .vcf file on your phone (or email it to yourself first if you're on a desktop).
  4. Your phone's Contacts app prompts you to save it as a new contact.

This is especially useful for vendors — once their contact is in your phone's address book, you can call or message them directly from your phone without bouncing through the app.

[!tip] For tenants, the vCard includes their phone but not the contract details — you're exporting the person, not the relationship. Keep contract specifics in the app where they update automatically as the contract progresses.

Free-plan caps

Free workspaces are capped at 10 contacts total. Hit the limit and you'll be prompted to upgrade before the next contact can be added. See Plans and billing.