Directory Overview
The Directory holds everyone you work with: Customers (clients you bill) and Partners (suppliers, subcontractors, trades). Pick contacts when creating jobs, quotes, and invoices—or import a CSV in bulk.
Customers vs partners
| Customers | Partners | |
|---|---|---|
| Use for | Clients who receive quotes and invoices | Suppliers and subcontractors you pay or coordinate |
| Typical fields | Company, billing address, project contacts | Trade type, payment terms, insurance notes |
Switch between Customers and Partners using the view tabs at the top of the Directory.
Common actions
- Add a contact — create a new customer or partner with phone, email, and address.
- Open a job — from a customer, jump to linked jobs when available.
- Import — upload a CSV to add or update many contacts at once.