--- title: How to add or edit a customer contact description: Explanation for how to add a foremen to a customer's account --- [Skip to content](https://support.toughcommerce.com/how-to-add-or-edit-a-customer-contact#main-content) ![Untitled design (3)-1.png\]](https://support.toughcommerce.com/hs-fs/hubfs/Untitled%20design%20(3)-1.png?width=40&height=40&name=Untitled%20design%20(3)-1.png) - [Help Site](https://support.toughcommerce.com/) - [Tough Commerce Website](https://www.toughcommerce.com/) - [Dashboard](https://dashboard.toughcommerce.com/) Open main navigation Close main navigation - [Help Site](https://support.toughcommerce.com/) - [Tough Commerce Website](https://www.toughcommerce.com/) - [Dashboard](https://dashboard.toughcommerce.com/) - - [Raise a ticket](https://support.toughcommerce.com/migration/kb-tickets/new) [Raise a ticket](https://support.toughcommerce.com/migration/kb-tickets/new?hsLang=en) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://support.toughcommerce.com/?hsLang=en) 2. [Dashboard](https://support.toughcommerce.com/dashboard?hsLang=en) 3. [Customers](https://support.toughcommerce.com/dashboard?hsLang=en#customers) # How to add or edit a customer contact ## Add an On-Site or Accounting contact to a customer's account so your team knows who to contact and where order and billing information should be sent. ### **Contact Types** When adding a contact to a customer profile, you can choose between **On-Site** *(previously foreman)*and **Accounting**. #### **On-Site** An **On-Site contact** is the person at the customer's job site who can be contacted about: - Order information - Deliveries - Schedule updates - Job site or site-related questions When an On-Site contact is selected for an order, their contact information will appear on the order. They will also receive relevant **order updates and order information** for that order. **Please Note:** Foreman is now On-Site. We've renamed Foreman to On-Site to better reflect how this contact is used. You’ll still select an On-Site contact when creating an order, but the new name better represents the different types of people who may be responsible for a job site. #### **Accounting** An **Accounting contact** is responsible for billing-related communication. Accounting contacts: - Receive the emailed invoice when an order is completed - Handle invoice and other billing-related communication Accounting contacts are not selected on individual orders like On-Site contacts. All contacts selected as an accounting contact will receive the emailed invoice. This is helpful if you have multiple accountants or people who need to receive the delivered invoice. If no accounting contact is selected, the invoice will be emailed to the on-site contact.  ### **Steps to Add or Edit a Contact** 1. In the left-hand navigation bar, click **Customers**. 2. Find the customer you want to update, then click the **customer's name** to open their profile. 3. At the top of the customer profile, click the **Contacts** tab. 4. Choose whether you're adding a new contact or editing an existing one: 5. **To add a contact:** Click **Add Contact** in the top-right corner. 6. **To edit a contact:** Find the contact in the list, click the **three-dot icon** next to their name, and select **Edit**. 7. In the pop-up window, select the appropriate **Contact Type**: 8. **On-Site Contact** — for people who need to receive order and jobsite-related information. 9. **Accounting** — for people who receive invoices and handle billing-related communication. 10. Enter the contact's information. 11. If applicable, check **Invite to Contractor App** and select the appropriate **Contractor App Permissions**. 12. You can choose what the contact can do in the Contractor App by selecting one of the following permission levels: 13. **Full Permissions**: One contact per company can have full permissions. This will allow them to create and edit orders and invite team members. 14. **Limited Permissions:** This will allow them to create orders. 15. **No Access:** No access to the Contractor App. 16. Remember that an email address is required to send the invitation. 17. Click **Save**. The contact will now appear on the customer's **Contacts** tab. ![Add Contact](https://support.toughcommerce.com/hs-fs/hubfs/Add%20Contact.gif?width=670&height=362&name=Add%20Contact.gif)   - [Dashboard](https://support.toughcommerce.com/dashboard?hsLang=en#main-content) - [Dashboard Users](https://support.toughcommerce.com/dashboard?hsLang=en#dashboard-users) - [Locations](https://support.toughcommerce.com/dashboard?hsLang=en#locations) - [Customers](https://support.toughcommerce.com/dashboard?hsLang=en#customers) - [Trucks](https://support.toughcommerce.com/dashboard?hsLang=en#trucks) - [Messaging](https://support.toughcommerce.com/dashboard?hsLang=en#messaging) - [Filters](https://support.toughcommerce.com/dashboard?hsLang=en#filters) - [Availability](https://support.toughcommerce.com/dashboard?hsLang=en#availability) - [Contractor App](https://support.toughcommerce.com/dashboard?hsLang=en#contractor-app) - [Projects](https://support.toughcommerce.com/dashboard?hsLang=en#projects) - [Schedule](https://support.toughcommerce.com/dashboard?hsLang=en#schedule) - [Inventory Module](https://support.toughcommerce.com/dashboard?hsLang=en#inventory-module) - [BOLs](https://support.toughcommerce.com/dashboard?hsLang=en#bols) - [Order Management](https://support.toughcommerce.com/order-management?hsLang=en#main-content) - [Order Creation](https://support.toughcommerce.com/order-management?hsLang=en#order-creation) - [Order Statuses](https://support.toughcommerce.com/order-management?hsLang=en#order-statuses) - [Editing Orders](https://support.toughcommerce.com/order-management?hsLang=en#editing-orders) - [Assigning Drivers](https://support.toughcommerce.com/order-management?hsLang=en#assigning-drivers) - [How To Cancel An Order](https://support.toughcommerce.com/order-management?hsLang=en#how-to-cancel-an-order) - [Notes](https://support.toughcommerce.com/order-management?hsLang=en#notes) - [Duplicating Orders](https://support.toughcommerce.com/order-management?hsLang=en#duplicating-orders) - [Invoices and E-Tickets](https://support.toughcommerce.com/order-management?hsLang=en#invoices-and-e-tickets) - [Product, Fees and Category Management](https://support.toughcommerce.com/product-fees-and-category-management?hsLang=en#main-content) - [Products, Options, Settings & Pricing](https://support.toughcommerce.com/product-fees-and-category-management?hsLang=en#products-options-settings-pricing) - [Add/ Edit Fees](https://support.toughcommerce.com/product-fees-and-category-management?hsLang=en#add-edit-fees) - [Product Categories](https://support.toughcommerce.com/product-fees-and-category-management?hsLang=en#product-categories) - [Finance and Payments](https://support.toughcommerce.com/finance-and-payments?hsLang=en#main-content) - [Payment](https://support.toughcommerce.com/finance-and-payments?hsLang=en#payment) - [Taxes](https://support.toughcommerce.com/finance-and-payments?hsLang=en#taxes) - [Offline Payment](https://support.toughcommerce.com/finance-and-payments?hsLang=en#offline-payment) - [Disputes](https://support.toughcommerce.com/finance-and-payments?hsLang=en#disputes) - [Delivery & Operator/ Driver Management](https://support.toughcommerce.com/delivery-operator-driver-management?hsLang=en#main-content) - [Operators/ Drivers](https://support.toughcommerce.com/delivery-operator-driver-management?hsLang=en#operators-drivers) - [Operator App](https://support.toughcommerce.com/delivery-operator-driver-management?hsLang=en#operator-app) - [Truck Management](https://support.toughcommerce.com/delivery-operator-driver-management?hsLang=en#truck-management) - [Portal](https://support.toughcommerce.com/portal?hsLang=en) [![TC Small Logo](https://support.toughcommerce.com/hs-fs/hubfs/TC%20Small%20Logo.webp?width=80&height=80&name=TC%20Small%20Logo.webp "TC Small Logo")](https://www.toughcommerce.com/) Quote-to-cash job management software for tough businesses. 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