Contact management

The right contact for the right role

Four contact types, each with fields that match the job: residential, commercial, vendor, and contractor.

What it does

Made to make you money.

Residential

Homeowner service contact with optional separate billing contact.

Commercial

Billing contact, PO tracking, and multi-property linking.

Vendor & contractor

Reverse cost workflow, and trade partners with their own record.

How it works

Simple by design.

01

Residential

Homeowner service contact with optional separate billing contact.

02

Commercial

Billing contact, PO tracking, and multi-property linking.

03

Vendor & contractor

Reverse cost workflow, and trade partners with their own record.

In the app

See it live.

The details

Everything in one place.

Residential

Optional separate billing for property managers.

Commercial

PO tracking and multi-site linking.

Vendor

Track your costs and POs.

Contractor

Subcontractors with their own type.

Multi-property

Link many properties to one contact.

Right fields

Each type has the fields it needs.

From the field

“Lakehouse put our whole operation in one app. My office manager finally has a system she trusts.

Mike H., Reliable HVAC

Common questions

Questions from growth-minded owners.

What contact types does Lakehouse have?

Residential, commercial, vendor, and contractor, each with the right fields.

Can a job have a separate billing contact?

Yes. A residential job can bill a property management company.

Do vendors clutter my customer list?

No. Vendors and contractors have their own record types.

See it on your own jobs.

Book a working session with the Lakehouse team. Bring a real job, a real estimate, and a real question about running your business. We will show you how Lakehouse handles it.

Book a demo