Contacts

Contacts are the people and businesses your logistics operation interacts with — customers who receive deliveries, suppliers who provide goods, and facilitators who coordinate orders.

Contact Types

Type	Role
Customer	Recipient of the delivery
Supplier	Origin point of items
Facilitator	Coordinates or manages the order
Contact	General contact with no specific role

Contact Attributes

Field	Description
Name	Full name or company name
Title	Job title or role
Email	Email address
Phone	Phone number
Type	Customer, Supplier, Facilitator, or Contact
Notes	Internal notes
Place	Linked address from the Places list
Photo	Profile picture
Internal ID	Your internal reference number
Custom Fields	Additional fields configured per organization

Creating a Contact

1. Navigate to Fleet Management → Resources → Contacts
2. Click + New Contact
3. Enter name, phone, email, and type
4. Link a Place for this contact's address
5. Save

Using Contacts on Orders

When creating an order, contacts are assigned to roles:

• Customer — the person or company receiving the delivery
• Facilitator — the entity coordinating the order on behalf of the customer

Contacts linked to an order receive automatic notifications (dispatch, in-transit, completed) if notifications are configured in Fleet Management → Settings → Notifications.

Customers Filter

The Customers sub-section in the sidebar shows only contacts of type customer, providing a focused view for managing your customer base separately from general contacts.

Bulk Import

Download the CSV template from the import dialog, fill in contact data, and upload. Addresses are geocoded automatically using linked Place records.

Notifications

Configure three automatic notification triggers per contact type:

1. Dispatch — when the order is dispatched to a driver
2. In-transit — when the driver is on the way
3. Completed — when the delivery is confirmed