Who This Is For
Role requirements for this guide
This guide is for teams whose organization has the Directory turned on. Everyone on the team can open the Directory and see each entry's phone, email, address and notes. Owners and admins add, edit, archive and restore entries. Managers and members read them.
What You'll Accomplish
One list of the people you work with
You will open the Directory, add an entry, find one by name or the work they do, fix its details, archive an entry you no longer use, and read its history.
Step-by-Step Walkthrough
Five things you can do in the Directory
Open the Directory
Open the menu under your name and choose Directory. The list has five views: All, Vendors, Subcontractors, Crews and Archived.
Add an entry
Click New entry. Choose whether it is a vendor, a subcontractor or a crew, and give it a name. Phone, email, address, service types and notes are optional.
Type a service type such as roofing and press Enter to add it. An entry can hold up to 50 service types.
Find an entry
Type in the search box to find an entry by its name or by one of its service types. Pick a view to see only one kind.
Two entries can share a name. Each row shows the type, the first service type and the phone number, so you can tell them apart.
Edit or archive an entry
Open an entry and click Edit to change its details. If someone else saved a change while you were editing, you will see a message: click Reload to see their change. Your edits stay in the form, so you can save them again.
Use Archive in the page tools for an entry you no longer work with. It moves to the Archived view. Open it there and click Restore to bring it back.
Read the history
Each entry's page ends with its History: who added it, who changed which details, and who archived or restored it, with when each happened.
Pro Tip
Archive instead of deleting
Tip