A business account usually doesn't have a single person you talk to — you might deal with the fleet manager for bookings, the finance director for invoices, and the receptionist for everything else. Pistonlog supports this with multiple contacts per business account.
Configuring contacts
On the business account record, the Contacts tab lets you add as many contacts as you need. Each contact has:
- First and last name (required)
- Email (optional)
- Phone (optional)
- Role — a free-text label ("Driver", "Fleet Manager", "Accounts")
There's no "primary contact" flag on a contact — every contact is equal, and Pistonlog routes outreach explicitly per contact rather than defaulting to one named primary.
Picking contacts on a jobcard
On a jobcard against a business account, use Add contact in the jobcard header to link one or more contacts to it (via the jobcardBusinessContacts join table). They appear on the customer-facing printout as the driver, and become the recipients of appointment reminders tied to that jobcard.
Per-contact reminder routing
For long-lead reminders (MOT, service, timing belt, custom), routing is opt-in per contact per reminder type via the businessContactReminderPrefs table. So you might have:
- Fleet manager → opted in for MOT reminders
- Driver → opted in for service reminders
- Accounts → opted out of everything reminder-related
Appointment reminders use a different path — they go to whichever contacts you linked to the jobcard via jobcardBusinessContacts.