Your team
Your Directory of trades and suppliers
The Directory holds the outside companies you work with: trade partners (subcontractors), suppliers, owners and architects, plus a list of your own people. Add a company once and you can pick it on any task. Directory companies don't sign in and never take a seat.
Open Directory from the Projects sidebar, or press G then D.
Add a company
- Click Add trade partner (Add subcontractor if you only build commercial). For other kinds, use the arrow next to it: Add supplier, Add owner or architect or Add another company.
- Enter the company name, and if you like its Type, Trades, Email and Phone.
- Click Add (the button shows the company's name). You can now pick the company on any task.
Office and up can add companies.
Find and check on a company
Filter by All, Trade partners, Suppliers, Owners & architects or Our people, and search by name. Each row shows the trade, contact, phone, projects and any late tasks. Open a company to see its open and late tasks, its on-time record, its projects and contacts, with Call and Email buttons.
Archive a company
On the company's page, open the … menu and choose Archive company. It stays on past tasks, but you can't pick it for new work. There's no button to bring an archived company back yet.
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Related articles
- Add people to a projectOpen the project's Team tab, click Add from your company, pick the people and their job on this project, and add them. Field and Viewer people only see projects they're on, so add your superintendent and crew here.
- How seats workA seat is anyone at your company who can sign in, whatever their role, Viewers included. Open invites count too. The Free plan covers 1 person and the Standard plan up to 10. Clients in the portal and companies in your Directory never take a seat.
- Roles and what each one can doEveryone has one of five roles: Owner, Admin, Office, Field or Viewer. Owners, Admins and Office see every project. Field users see only the projects they're on, where they can create and update tasks, comment and upload photos. Viewers can look but can't change anything.
Still stuck?
Signed in? Ask our support agent from the ? menu › Ask a question. Or write to us and a person will answer.