Add external companies and contacts
Build the master directory of subcontractors, suppliers, and partners that your projects draw from.
Updated June 1, 2026 For:
Company Admin
Project Admin
Company Resources is your master directory of external firms and their contacts.
Steps
01
Open Company Resources
From the company hub, go to Resources.
02
Add a company
Create a resource company with its trades and details.
03
Add its contacts
Add the people at that company.
04
Keep records clean
Avoid duplicates.
Reference: Company Resources.
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