---
title: "Job Contacts"
slug: "job-contacts"
updated: 2025-09-25T19:34:40Z
published: 2025-09-25T19:34:40Z
canonical: "help.cenpoint.com/job-contacts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cenpoint.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Job Contacts

### [Embedded content](https://www.youtube.com/embed/97H5BYoEq7Q?&wmode=opaque&rel=0)

## Job Contacts on Desktop

This article covers the contact section of the Job (pictured below).

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/42%20Job%20info.png)

---

### Adding Contacts to the Job on Desktop

The contact section contains all contacts for this Job. There are two ways to add a contact to this list.

#### Add Contact through the Order By or Project Manager drop downs

1. Add a contact with the ordered by or project manager drop downs. Once you select a contact from the drop down, they also display under the contact section

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/45%20Job%20info.png)

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/46%20Job%20info.png)

#### Add Contact with the ‘Add’ button on Desktop

2. You can also use the "Add" button. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/47%20Job%20info.png)

2a. When you click add, you will see two sections; customer contacts and Job contacts.![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/for%20the%20Job%20info.png)

2b. You can select from existing customer contacts.![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/48%20Job%20info.png)

2c. Or you can select <Add New Customer Contact> or <Add New Job Contact>.![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/49%20Job%20info.png)

i. If you click <Add New Customer Contact>, the contact will be added to the customer for future use.

ii. If you click <Add New Job Contact>, the contact will only be added to the Job, and not the customer.

### What if my ordered by/project manager is not in the drop down?

1. Let's say that the Job was ordered by Yoda. However, he has not previously been entered as a customer contact, so he does not show up in the project manager drop down.![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/50%20Job%20info.png)

2. We would click "Add" → Add New Customer Contact![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/51%20Job%20info.png)

3. Next we would fill out Yoda's contact information.![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/43%20Job%20info.png)

4. We can mark Yoda as a site contact, billing contact, and/or main contact, then click okay. ![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/44%20Job%20info.png)

5. Notice that Yoda now appears in the contact section of the Job, as well as under the ordered by/project manager drop downs.![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/52%20Job%20info.png)

6. Notice that Yoda's name appears in blue to indicate that he is the site contact.![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/53%20Job%20info.png)

## Job Contacts on Portal

This article covers the contact section of the Job (pictured below).

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/20(9).png)

### Adding Contacts to the Job on Portal

The contact section contains all contacts for this Job. There are two ways to add a contact to this list.

#### Add Contact through the Order By or Project Manager drop downs

1. Add a contact with the ordered by or project manager drop downs. Once you select a contact from the drop down, they also display under the contact section

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/21(6).png)

#### Add Contact with the ‘Add’ button on Portal

2. You can also click the “add” button and select to add a new Customer Contact or new Job Contact.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/22(9).png)

i. If you click <Add New Cust Contact>, the contact will be added to the customer for future use.

ii. If you click <Add New Job Contact>, the contact will only be added to the Job, and not the customer.

### What if my ordered by/project manager is not in the drop down?

1. Let's say that the Job was ordered by Yoda. However, he has not previously been entered as a customer contact, so he does not show up in the project manager drop down.

2. We would click "Add" → Add New Customer Contact

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/22(10).png)

3. Next we would fill out Yoda's contact information.

4. We can mark Yoda as a site contact, billing contact, and/or main contact, then click okay.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/23(8).png)

5. Notice that Yoda now appears in the contact section of the Job, as well as under the ordered by/project manager drop downs.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/24(10).png)

We see that Yoda now appears as a contact. If you check the “Site Contact” box, then the contact will be highlighted in orange.

![](https://cdn.document360.io/e2120353-eb2a-47e7-80e2-597dd258dbbe/Images/Documentation/image-WE6XLKF3.png)