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What is the Companies and Contacts manager?

The Companies and Contacts Manager stores the businesses and individuals you work with, from subcontractors and suppliers to buyers, sellers and lenders.

The Companies and Contacts Manager is used to manage all of the companies and individual people you work with in your business.

Companies

Businesses, subcontractors and suppliers you do business with on your projects. For example Home Depot, your general contractors, painters, real estate broker, lender and title company.

Contacts

Employees at a company, or any individual you need to store in your database. For example a potential buyer, a home seller, or a private lender.

Tax and Insurance

The Companies list includes a Tax and Insurance column so you can track W-9s and insurance certificates for the contractors you pay, which is what makes 1099 season manageable.

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