Copy rows straight from Excel / Google Sheets (a header row helps) and paste below. Columns are auto-sorted into the right fields — check the mapping and adjust any dropdown before importing. New jobs land in Booking as “Contacting”.
👤 Project Managers
PMs listed here receive the Friday approval email for their jobs. The name must match the Project Manager set on a job. Match is not case-sensitive.
💬 Messages
Select a conversation
Pick a conversation on the left.
SMS replies send from the portal number. Portal/chat replies also post into Front.
👷 Surveyors
Surveyors listed here get the audit-outcome text on their mobile. The name must match the Surveyor on the audit (not case-sensitive). Numbers in UK format (07… or +44…).
🔒 Administrator
Maintenance tools — these change Zoho folders and job status. Run with care.