✨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.
