Add Contacts

Contacts are everyone you work with in Haletale: landlords (homeowners), tenants, vendors and contractors, property managers, realtors and guests. Adding them here lets you link them to properties, invoices, maintenance and documents.

Step 1: Open Contacts

From the left-side menu, click Contacts. You can also use Quick Actions > Add Contacts from the Dashboard.

Step 2: Click Add Contact

Step 3: Fill in the details

1. Enter the first and last name.
2. Choose the contact type, for example Homeowner, Renter, Contractor, Property Manager, Realtor or Guest.
3. Add the address where relevant.
4. Add the phone number and email address.
5. Click Add to save, or Cancel.

After you add a contact

• Landlords and vendors: set up how they get paid on their Payment Methods tab. Options are Interac, Zum Interac, Zum EFT, Stripe EFT and Stripe Credit Card.
• Notes: each contact has a Notes tab. Add as many notes as you need. They show on a timeline with the date and who wrote them, and you can edit or delete them.
• Documents: open the contact's Documents tab to see their files or create a document from a template.

Good to know

• "Vendor" and "contractor" mean the same thing in Haletale.
• "Landlord", "homeowner" and "owner" are the same role. You can change the label your team sees under Settings > General > Setup Global Roles.
• Tenants are usually added through Quick Actions > Add Tenant, which also sets up their lease details and rent invoice.