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What's new

New 15 September 2026

Additional contacts on customers

Save extra people on a customer so they show up on every job, and copy them from CC suggestions when you send email.

A job often involves more than the named customer: a partner, a tenant, a site manager, someone in accounts. You can now keep those extra people on the customer record, and they appear on every job for that customer.

Where to add them

Open a customer and use Additional contacts on the left. The same add and edit modal you already use on jobs works here.

On a job, those people are listed first, with a Customer badge. You can still add job-only contacts for people who only matter on that job.

What happens when you edit

Changing an inherited contact from a job updates the customer record, so every job for that person stays in sync. Deleting is only available on the customer page, so you cannot accidentally remove them from all jobs while you are looking at one.

Copy them on emails

When you send a message, quote, or invoice, the CC field suggests those extra people (anyone with an email). Pick from the list or keep typing an address as before.

Open customers →

Get in touch

Our location

Third Floor
86 - 90 Paul Street
London
EC2A 4NE

Phone us

+447596772062

Email us

team@fitterpal.com

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