Overview
Contacts in Washstacks are the people and companies you rely on to keep your locations running — plumbers, electricians, HVAC technicians, chemical providers, internet service contacts, and corporate resources. Adding a contact saves their information in one searchable place so anyone on your team can reach the right person quickly.
This guide walks through creating a new contact from start to finish. The example used throughout is adding John Smith from John's Plumbing as a basic plumbing resource.
Before You Begin
Have the following information ready:
Company name (required)
Phone number
What this contact is a resource for (required)
Contact name, email, account number, website, and notes (optional, but recommended)
Step 1: Open the Contacts Page
From the Washstacks dashboard, locate the dark navigation menu on the left side of the screen. Click Operations to expand the menu, then click Contacts.
Step 2: Start a New Contact
The Contacts page lists every contact saved for your location. To create a new one, click the blue + ADD button in the top-right corner of the page.
Step 3: Fill Out the Add Contact Form
A new form titled Add Contact will open. Required fields are marked Required; optional fields are marked Optional. Complete the fields as follows:
Company (required) — Enter the company or organization name, for example John's Plumbing.
Contact Name (optional) — Enter the individual's name, for example John Smith.
Account # (optional) — Enter your account number with this vendor if you have one.
Email Address (optional) — Enter a valid email address. The field will be outlined in red until a complete address has been entered.
Phone Number (optional) — Type the digits; the system will format the number as (555) 777-6666 automatically.
Resource For (required) — A short description of why your team would call this contact, for example Basic plumbing needs or HVAC issues.
Website (optional) — Enter the company website.
Notes (optional) — Add any extra context that will help your team, such as preferred contact hours or alternate phone numbers.
Step 4: Choose Whether to Share Across Locations
At the bottom of the form is a toggle labeled Show for all locations. When this toggle is on (blue), the contact will be visible from every location in your Washstacks account. When it is off, the contact will only appear for the location you are currently viewing.
Leave the toggle on if this contact serves all of your locations. Turn it off if the contact is specific to one site.
Step 5: Save the Contact
Once you are satisfied with the information, click the blue Save button at the bottom of the form.
Step 6: Confirm the Contact Was Added
Washstacks will return you to the Contacts list. A blue confirmation banner reading "Contact successfully added" will appear at the top of the page, and the new contact will be listed in the table along with your existing contacts.
Editing or Viewing a Contact
Click any row in the Contacts table to open a quick-view card with the company name, what they are a resource for, the contact name, and a clickable phone number. To make changes, use the three-dot menu at the far right of the contact's row.
Tips
Required fields (Company, Resource For) must be filled in before the Save button will succeed.
The Email Address field will display a red outline until it contains a valid address. This is a guide, not an error — you can still save the contact without an email.
Use the search bar at the top of the Contacts page to quickly find a saved contact by name.