Contacts Directory (Vendors & Suppliers)

What is the Contacts Directory?

The Contacts tab in Directory stores information about external contacts:

• Equipment vendors
• Chemical suppliers
• Service providers (plumbers, electricians)
• Insurance contacts
• Utility companies

This keeps all your business contacts in one searchable place.

Adding a Contact

1. Go to Directory in the sidebar
2. Select the Contacts tab
3. Click + Add Contact
4. Fill in:

- Name — Person or company name

- Category — Vendor, Service, Supplier, Insurance, Utility, or Other

- Phone — Primary phone number

- Email — Email address

- Address — Physical address (optional)

- Notes — Any additional info

- Sites — Which of your sites use this contact

1. Save

Contact Categories

Who Can See Contacts

All team members can view the Contacts directory. This ensures anyone can find emergency numbers or supplier info when needed.

Only managers can add, edit, or delete contacts.

Multi-Site Contacts

If a contact serves multiple locations:

1. Edit the contact
2. Check all sites that use this contact
3. Save

The contact appears for all selected sites.

Searching Contacts

Use the search bar to find contacts by:

• Name
• Category
• Notes content

Best Practices

1. Add emergency contacts first — Plumber, electrician, equipment repair
2. Include after-hours numbers — In the notes field
3. Update regularly — Remove outdated contacts
4. Categorize properly — Makes filtering easier

Tip

When equipment breaks and you need to call for service, go to Contacts first. Having the right phone number ready saves valuable time.