This help article will guide you on how to create a new contact in your ISN besides Clients, Agents, Insurance Agents & Escrow Officers.
To add a new contact type like Contractors, Attorneys, Transaction Coordinators, etc. navigate to Clients/Agents -- Contacts -- Contact Types
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Click on Add Contact Type located at the top left corner of the screen. Give your new contact a Name, for example, "Contractor" and then click Add.
After you have created your contact type, you will be able to add a new section/tab in your order form by customizing your order form. Then you can add your new contacts (Contractor, Attorney, Transaction Coordinator, etc.).
Like this:
To learn how to customize your order form click here.
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.