Contact Directory

Every residential build involves dozens of people: subcontractors, suppliers, inspectors, real estate agents, homeowners, and your own crew. Baulit's Contact Directory gives you a single place to store everyone's information, track vendor insurance, and assign the right people to the right tasks.

Accessing the Contact Directory

The Contact Directory is accessible from the Dashboard sidebar. Click Contacts in the navigation menu to open the full directory. From there you can search, filter by type, and add or edit contacts.

Feature toggle: The Contact Directory is controlled by the Contacts toggle in Settings under the Features tab. If you do not see the Contacts link, check that the toggle is enabled.

Contact Types

Every contact is assigned one of five types. The type determines what fields are available and how the contact appears in reports.

Type	Typical Use
Employee	Your in-house team members: project managers, superintendents, office staff.
Vendor	Subcontractors and suppliers: electricians, plumbers, lumber yards, equipment rental companies. Includes insurance tracking fields.
Client	Homeowners or property owners you are building for.
Seller / Agent	Real estate agents, land sellers, or brokers involved in the project.
Other / Stakeholder	Anyone else: architects, engineers, inspectors, consultants, or HOA representatives.

Adding a Contact

Open the Contact Directory from the Dashboard sidebar.

Click "Add Contact." The contact form opens.

Select a contact type from the dropdown.

Fill in the details: name, company, email, phone, and role or trade. All fields except name are optional, but the more you fill in, the more useful the directory becomes.

For Vendors: enter insurance information — workers' compensation policy number and expiration date, and certificate of insurance (COI) expiration date. These dates feed into the Vendor Insurance Report.

Save the contact. It now appears in the directory and is available for task assignment across all your projects.

Contact Fields

Field	Required	Description
Name	Yes	The contact's full name.
Company	No	Business or company name.
Email	No	Contact email address.
Phone	No	Phone number.
Role / Trade	No	What they do: "Electrician," "Framing Contractor," "Architect," etc.
Workers' Comp Expiration	No	Vendor-only. Date the workers' compensation policy expires.
COI Expiration	No	Vendor-only. Date the certificate of insurance expires.

Vendor Insurance Tracking

If you hire subcontractors, you are responsible for verifying that they carry active workers' compensation and general liability insurance. Letting a sub work on your site with expired coverage puts you at serious legal and financial risk.

Baulit tracks two expiration dates for each vendor contact: workers' comp and COI. When either date is approaching or has passed, the vendor appears in the Vendor Insurance Report with a warning. This gives you a single dashboard to monitor insurance compliance across all your subs.

Important: Insurance tracking in Baulit is a reminder system, not a compliance guarantee. Always verify insurance documents directly with the carrier before allowing work to begin. For more on managing vendor insurance, see Vendor Insurance in the Builder's Library.

Assigning Contacts to Tasks

Contacts can be assigned to tasks in your project schedule. When editing a task, use the assignee field to search and select a contact from your directory. This lets you see at a glance who is responsible for each piece of work.

Assigned contacts appear on the task row in the task list, on the Gantt chart, and in exported project documentation. You can also use Batch Operations to reassign multiple tasks to a different contact at once.

Editing and Deleting Contacts

Click any contact in the directory to open the edit form. Update fields as needed and save. Changes are reflected everywhere the contact is referenced — task assignments, reports, and exports.

To delete a contact, click the delete button on the contact card. Baulit uses a two-step confirmation. Deleting a contact removes them from the directory but does not unassign them from existing tasks — those assignments simply show the contact name without a linked record.