✨New Companies & Contact Manager Improvements!

We revamped our Companies & Contact Manager and injected new functionality for sorting, searching and exporting your Companies & Contacts!  We also added new features for storing Company Tax & Insurance information!

‍

New Sorting Functionality

Now you can quickly sort your Contacts by any column in the Contact Manager:

• Sort Companies & Contacts by Name (A to Z 🔃)
• Sort Companies & Contacts by Category
• Sort Companies & Contacts by Ratings ⭐⭐⭐⭐

Search Your Companies and Contacts

Now you can search the Contact Manager to help you find specific Companies or Contacts!  You can search the Contact Manager by any column data!

• Search by Name
• Search by Category
• Search by Phone or Email

Export to CSV or PDF

Now you can easily export your Companies and Contacts to a CSV spreadsheet file or print them to a PDF document.

Store Company Tax Information

We added a new area to store your Company's Tax information which should help with filing Vendor 1099s.  You can upload the Company's W-9 form, Tax ID# and designate the company as 1099 eligible.

Eventually we will be adding a Vendor 1099 report that can be used to show all payments made in a given year to 1099 eligible contractors.

Store Company Insurance Information

We also added a new area to store your Company's proof of insurance to ensure your Contractors and Vendors have valid insurance while working on your projects.