Contacts
Managing contacts
Contacts is a shared address book for your practice — clients, contractors, certifiers, consultants and anyone else your team works with regularly.
Adding a contact
- 1Go to Contacts from the left rail.
- 2Click + New contact.
- 3Enter the contact's name. Company, email, phone and notes are optional but useful.
- 4Click Create.
TipYou can also create a contact inline from any project's client field — click the client picker and hit + New contact without leaving the project.
Contact types
- Client
- A person or company commissioning work from your practice.
- Contractor
- Building contractors and specialist subcontractors.
- Consultant
- Other design team members — architects, M&E engineers, planners.
- Certifier
- Approved Inspectors, Building Control surveyors, or similar.
- Other
- Anyone who doesn't fit another category — solicitors, agents, utilities.
Editing contact details
Open a contact and click any field to edit it in place. Changes are saved immediately. There is no separate save button.
Last updated June 2026