How do I add companies and contacts to my Project Contact tab?

The Project Contact Tab in Contractor Foreman allows you to keep track of all the essential contacts associated with a particular project. The Contacts tab within a project is divided into three categories for better organization.

Customer Contacts: These are the client or customer representatives involved in the project.
Internal Contacts: These are your team members or employees working on the project, including project managers, estimators, and other internal staff.
External Contacts: These include subcontractors, vendors, and other third parties associated with the project.

To add contacts to a project, open the Project and Go to the Contacts Tab. Click on the Add Project Contact Button (represented by a person icon with a “+” sign)which is located at the top right of the Contacts tab.

A new window will appear with a list of contacts from your Directory. Once you have selected all the contacts you wish to add, click Save. These contacts will now be associated with your project.