How To "Edit" Sub Contractor / General Contractor Contact Information In Your Account "Directory"

Video Tutorial


To "edit" sub contractor / general contractor contact information in 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. Navigate to the desired contact and select the "3 Dot" button located to the right of each contact.

5. Select the "Edit Contact" option.

6. You can edit "Name".

7. You can edit "Type". "Type" options are "Sub Contractor" & "General Contractor".

8. You can edit "Phone".

9. You can edit "Email".

10. You can edit "Website".

11. Press the yellow "Save" button located on the lower right corner once done making your edits.

Published 9/23/2025.