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Directory Overview

The Directory holds everyone you work with: Customers (clients you bill) and Partners (suppliers, subcontractors, trades). Use it to pick contacts when creating jobs, quotes, and invoices, and to import bulk data from a spreadsheet.

Customers vs partners​

CustomersPartners
Use forClients who receive quotes and invoicesSuppliers and subcontractors you pay or coordinate
Typical fieldsCompany, billing address, project contactsTrade 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 record with phone, email, and address.
  • Open a job — From a customer, jump to their jobs when linked.
  • Import — Upload a CSV to add or update many contacts at once.

See Import Contacts for CSV format and mapping.

Tips​

  • Keep one primary email per company for quote and invoice delivery.
  • Use consistent company names so search and reports stay clear.

Next: Import Contacts · Jobs overview