Find and Work With Contacts on Mobile

Use the Mobile Contact directory to find customer details, continue a Message thread, schedule work, and create or update Contacts when your role allows it.

Find a Contact

1. Select Contacts in the bottom bar.
2. Use Search contacts... to search by name, company, phone, email, or address.
3. Select a Contact card to open the Contact.

If the Contacts tab is not visible, your role does not have Contact viewing permission. Users with own-only access see only Contacts allowed by that permission.

Review Contact details

The Contact page starts with the customer's name, primary phone, primary or Home address, company, and owner. Expand the sections below it to review available details such as:

• Summary and Contact Details
• Opportunities and Notes
• Addresses, Tasks, and Jobs
• Subscriptions, Invoices, Payments, and Payment Methods
• Checklists, Automations, and Form Submissions

Sections you cannot access are omitted. Empty sections show an explicit empty state.

Use phone and address actions

Select the underlined primary phone number to open available phone actions:

• View Conversation
• Copy Phone Number

Crewvana Mobile does not start a phone call from the Contact page. See Use an Active Call on Mobile for the limited active-call recovery workflow.

Select the underlined primary address to open it in the available maps app or copy it. Address actions do not close the Contact page.

Message or schedule work

• Select View Conversation to reuse the SMS Conversation for the Contact's phone number or open it if needed.
• Select Add Job when your role can create Jobs. The Job form starts with this Contact selected.

For messaging details, see Send and Manage Messages on Mobile. For scheduling, see Use the Mobile Schedule.

Create a Contact

If your role can create Contacts:

1. Open Contacts.
2. Select the plus action in the header.
3. Enter the name and any available company, primary phone, primary email, and primary address.
4. Save the Contact.

Crewvana opens the new Contact after a successful save. Use a phone number or email that belongs to this customer; Crewvana protects primary phone and email identity from duplicates.

You can also create a Contact without leaving an Add Job draft when the Job form offers Create Contact for your search.

Edit a Contact

Open the Contact and select the edit action in the upper-right corner. Update the available fields, then save. If no edit action appears, your role can view the Contact but cannot update it.

If something does not work

• Contact missing: clear the search and confirm the Contact is active and within your permission scope.
• Permission message: ask an administrator to review your Contact permission or ownership scope.
• Save fails: review the highlighted fields and check for an existing Contact with the same primary phone or email.
• Message action unavailable: confirm the Contact has a valid primary phone and that your role can view Conversations.
• Connection interrupted: wait for a stable connection and retry. Contact changes are not saved until Crewvana confirms them.