Add a contact manually

Add a homeowner or client to your Homeezy CRM in seconds. Enter their name, email, and an optional project — duplicates by email are reused.

1 min readLast updated June 4, 2026

How do I add a contact manually in Homeezy?

On the Contacts page, click Add new to open the new-contact form. Enter a first and last name (required), and optionally an email, address, and a project name. Click Add and the contact appears in your list right away, ready to attach to quotes, contracts, and projects.

Step by step

1
Open Contacts
Go to Contacts and click Add new.
2
Enter the name
Type the contact's first and last name. These are the only required fields.
3
Add optional details
Fill in an email, address, and project name if you have them — they make follow-up and document sending easier.
4
Click Add
Save the contact. It joins your contacts list immediately.

Add an email whenever you can — it's how you send quotes, contracts, and invoices to a client, and it's the key Homeezy uses to keep contacts from duplicating.

Homeezy matches on email, so a contact with an email you already have is reused rather than duplicated. The same person stays a single contact across manual entries and projects.

Only first and last name. Email, address, and project are optional, though email is strongly recommended for sending documents.

Yes. Open the contact from your Contacts list to update their details any time.

Add a contact

Was this helpful?