Types of Directory Contacts

Directory

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.”

You can add contacts either one at a time or use the .CSV template provided in each section. See Help for Adding Contacts.

• Employees: These are all employees whether they are users of the app or not.
• Customers: Customers are the people or entities you have signed projects with or intend to have signed projects with. It is common to have one customer that has multiple projects.
• Contractors: This list will contain both your General Contractors and Sub Contractors. In this section, you can track Contractors license and certifications and their related expiration dates.
• Vendors: These are the companies that provide services and supply products but do not perform labor onsite.
• Misc. Contacts: Here is where you would add contacts such as Inspectors, Architects, Engineers and others that do not fit into the above categories.