The Contacts page on a worksite profile allows you to keep the right people linked to the right locations. Organising your site-specific contacts—such as foremen, supervisors, or client representatives—ensures that your team has immediate access to the correct “go-to” list for every project.
This guide covers:
- Opening the Contacts page within a specific worksite profile.
- Adding existing contacts using the Add button.
- Creating new contacts on the fly using the Add icon.
- Linking different individuals to their specific worksites for clear coordination.
Your site-specific communication is now structured and easy to manage.
💡 Power User Insight: Linking contacts directly to a worksite profile ensures that your site supervisors have the correct emergency and operational contacts at their fingertips. This direct link allows you to filter your global contact directory by worksite, giving you an instant snapshot of all key stakeholders for that specific location.