View the Contact Detail Page

Navigate the contact detail page to see all information, linked records, communication history, and activity for a single customer.

Written by Ava MartinezUpdated over a month ago4 min readBeginner

What this guide covers

This guide walks you through the contact detail page in JobsiteOn. You will learn how to navigate the page layout, understand each section, and use the detail page as your central hub for everything related to a single customer.

Accessing the contact detail page

Navigate to /contacts from the left sidebar.
Click any contact row in the list.
You land on the contact detail page at /contacts/[slug].

Page layout overview

The contact detail page is organized into several sections:

The header displays:

Contact name — First and last name.
Company name — If the contact is associated with a business.
Primary email and phone number — Quick-access contact methods.
Action buttons — Edit Contact, Send Email, and the overflow menu (...).

Screenshot: The contact detail page header showing the contact name, company, email, phone, and action buttons.

Contact information panel

Below the header, you see the full contact details:

All email addresses.
All phone numbers.
Billing address.
Company name and title.
Any custom notes added by your team.

Tabs

The detail page uses tabs to organize linked records:

Tab	What it shows
Overview	Summary of recent activity and key metrics
Jobs	All jobs linked to this contact
Quotes	All quotes sent to this contact
Invoices	All invoices billed to this contact
Properties	Properties linked to this contact
Activity	Chronological feed of all events
Files	Documents and attachments associated with this contact

Animation: The tab bar being clicked through, showing the content switching between Jobs, Quotes, Invoices, and Properties tabs.

The Overview tab

The Overview tab provides a snapshot of the contact's relationship with your business:

Total revenue — Sum of all paid invoices for this contact.
Open balance — Sum of unpaid invoice amounts.
Total jobs — Count of all linked jobs.
Recent activity — The last few events from the activity feed.

Navigating linked records

Each tab (Jobs, Quotes, Invoices, Properties) shows a list of related records:

Click any record to navigate to its detail page.
Use the search bar within each tab to narrow results.
Each tab shows a count badge indicating the number of records.

Tip: Use the contact detail page as your starting point when a customer calls. Everything you need to know about them is in one place.

Quick actions from the detail page

Edit Contact — Update name, email, phone, address, or notes.
Send Email — Compose and send an email to the contact.
Create Job — Start a new job linked to this contact.
Create Quote — Start a new quote for this contact.
Create Invoice — Start a new invoice billed to this contact.

These actions are available from the action buttons or the overflow menu.

Screenshot: The overflow menu on the contact detail page showing Create Job, Create Quote, and Create Invoice options.

Viewing the activity feed

The Activity tab shows a chronological log of every interaction:

Emails sent and received.
Jobs created and status changes.
Quotes sent, viewed, accepted, or declined.
Invoices sent, viewed, and paid.
Notes added by your team.
Contact information changes.

Note: The activity feed is read-only. It provides a complete audit trail of your relationship with this customer.

Best practices

Check the contact detail page before every customer interaction for full context.
Use the Overview tab for a quick health check on the customer relationship.
Navigate to linked records directly from the tabs rather than searching separately.
Keep contact information updated to ensure accurate communications.

Did this answer your question?

View the Contact Detail Page

What this guide covers

Accessing the contact detail page

Page layout overview

Header

Contact information panel

Tabs

The Overview tab

Navigating linked records

Quick actions from the detail page

Viewing the activity feed

Best practices

Related Articles

What this guide covers

Accessing the contact detail page

Page layout overview

Header

Contact information panel

Tabs

The Overview tab

Navigating linked records

Quick actions from the detail page

Viewing the activity feed

Best practices

Related articles

Related Articles