Directory & Contacts

In Contractor Foreman, the Directory is where you keep all your contacts; Customers, Vendors, Contractors, Employees, Users, and Misc. Contacts organized in a searchable database. Next to each listing for contract type there is a ‘New’ button which enables you to quickly add a new contact of any type. Each contact type section has the ability to add contacts via a .csv file upload. In the upper right section of each contact is a blue button ‘View Import Template.’ Clicking this downloads the template to load contacts into. Simply save your .csv file after inputting contacts then click the green ‘Import’ button to import.

Also see help for ‘How do I save my Excel file as a CSV.’