Contacts
What it’s for — Contacts is your address book of everyone you do business with: customers (who hire your cranes), vendors (who supply you), and sub-hire partners (crane companies you rent machines from or to).
When you’d use it — before you can quote or invoice someone, they need to exist here. Add a contact the first time you deal with them; after that you just pick them from a list.
The Contacts list
Open Contacts from the sidebar (under Commercial). Each row is one company, with its type, a verification badge, whether it’s active, a phone/email, and any outstanding balance it owes you.
How to add a contact
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Click + Add contact (top right).
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Choose the type — Client, Vendor or Sub-hire partner — and enter the company name and contact details.
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(Optional) Set a credit limit and tax details (TRN / GSTIN) so invoices are correct and you get warned before over-extending a customer.
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Save. The contact is now available to pick when you raise a quote, create a job, or send an invoice.
Common questions
- Can one contact be both a customer and a vendor? Pick the type that best describes your main relationship; you can still invoice or pay any contact.
- Why can’t I delete a contact? If they’re attached to jobs, quotes or invoices, Craneye keeps them so your history stays intact — mark them inactive instead.