Contacts

Contacts are the people and companies you do business with. BuildWorkPro helps you organize them so you can quickly find the right person when creating bids, projects, or pay apps.

Contact types

Every contact has a type that describes the relationship:

• General Contractor — The GCs who hire you for projects.
• Owner — Property owners or developers.
• Architect — Design professionals you work with.
• Supplier — Material and equipment vendors.
• Subcontractor — Other subs you may work alongside or hire.
• Other — Any contact that does not fit the above categories.

Creating contacts

1. Click Contacts in the sidebar, then New Contact.
2. Enter name, company, email, phone, and address.
3. Select the contact type.
4. Click Save.

Tags

Tags let you add custom labels for flexible organization. Examples: “preferred vendor,” “slow payer,” “residential,” “commercial.” Filter your contact list by tags to quickly find who you need.

Importing contacts

To bring in contacts from another system:

1. Go to Contacts and click Import.
2. Upload a CSV file with columns for name, email, phone, company, and type.
3. Map the columns to BuildWorkPro fields.
4. Review and confirm the import.

Duplicate contacts are flagged during import so you can merge or skip them.