How To Add Sub Contractors / General Contractors To Your Account "Directory"

Video Tutorial


To add sub contractors / general contractors to your account "directory" follow these steps.

1. Navigate to global "Settings" button located at the horizontal top menu options.

2. Once in settings, navigate to the "Company" section located on the left vertical menu.

3. Select "Directory".

4. Select the yellow "Create Contact" button located near the upper right corner.

5. Type in a "Name".

6. Select a "Type". "Type" options are "Sub Contractor" & "General Contractor".

7. Type in a "Phone".

8. Type in a "Email".

9. Type in a "Website".

10. Press the yellow "Create Contact" button located on the lower right corner.

Please note that you have the option to check the "Create Another" box to continue adding more. Repeat steps 5 through 10 if this is the case.

Published 9/23/2025.