Directory

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Directory

All your people, exactly where you expect them

Your business touches a lot of people, and dumping them all into one list doesn’t help anyone. Contractor Foreman’s Directory keeps vendors, customers, subcontractors, employees, and other contacts organized by role so you can find what you need fast and see the full story behind every relationship.

Managing directory on a construction project

Stop hunting for contact information

A structured directory that keeps people organized, history visible, and important details exactly where you expect them to be.

Contacts organized by role and relationship

Vendors, subcontractors, customers, and employees are organized by type, with fields designed for each role.

Full history in one view

Billing activity, job involvement, and past records stay attached to the contact so answers are easy to find.

Compliance details stay visible

Licenses and insurance information are tracked with automatic reminders to prevent expirations from catching you off guard.

Check out these Directory features

These individual features are tailor-made to meet your specific needs and preferences.

Role-Based Contacts

Organize contacts by role to keep information structured and easy to access. Store the right details for each type and tailor data fields to match how you manage relationships.

Contacts Grouped by Type

Store contacts by role, including vendors, customers, contractors, employees, and miscellaneous contacts. Each contact type has its own layout so information stays organized and easy to manage.

Custom Fields per Contact Type

Add custom fields to capture the details that matter to your operation. Each contact type can have its own set of fields, and all custom data remains reportable.

Contractor Foreman directory screen
Custom field setup screen in Contractor Foreman

Financial and Compliance Tracking

Keep financial history and compliance details tied to each contact. Track billing activity, monitor documents, and stay ahead of expirations without extra follow-up.

Billing History by Contact

Review invoices, bills, and related activity directly from the contact record. Past work and financial history are always visible without extra clicks.

License and Insurance Tracking

Track licenses and insurance certificates for each contact. Expiration dates are monitored automatically, with notifications sent before documents expire.

Directory in Contractor Foreman
Tracking licences and insurance for a contact in the directory

Frequently Asked Questions

Have a Question? Click the LiveChat icon. After hours?  Email support@contractorforeman.com.

Contractor Foreman offers simple, transparent pricing with unlimited users, projects, and features. There are no hidden fees or per-user charges. See our pricing page for more details.

Some companies offer a 7-day refund policy… maybe 30 days. We are so confident in Contractor Foreman that we give you up to 100-days to request a refund if you are not satisfied and no longer wish to use it. See the Refund Policy for details and requirements.

Yes. Custom fields let you define exactly what information is captured for vendors, subcontractors, customers, and other contacts.

Yes. The system can notify you before licenses or insurance certificates expire.

Yes. Contacts can be searched and filtered by type, name, and stored information to help you find the right person quickly.

CRM Tools

These individual features are tailor-made to meet your specific needs and preferences.

Angi Leads (HomeAdvisor)

Automatically import leads from Angi into your Contractor Foreman CRM—no more manual copying means faster response times and fewer missed opportunities.
CRM

Client Portal

Give clients controlled access to project schedules, documents, approvals, invoices, and updates so communication stays organized without endless emails and phone calls.
CRM

Dashboard

Contractor Foreman lets you shape your dashboard around the information you need, so you can get oriented quickly and get to work.
CRM

Directory

Organize all contacts by type (customers, vendors, subs, employees) with certification tracking, insurance expiration alerts, and complete activity history—find anyone in seconds.
CRM

Document Management

Keep your documents organized, searchable, and tied to the job, so you always know where things live and who last touched them.
CRM

Ease of Use

Contractor Foreman is designed to be simple to learn, fast to navigate, and flexible enough to fit your team's existing workflow — in the office and in the field.
CRM

Integrations

Connect your favorite tools without the double-entry headache
CRM

Opportunities

Capture every detail of potential projects, including notes, photos, RFIs, and bid information—turning inquiries into actionable opportunities that don't fall through the cracks.
CRM

QuickBooks

Two-way sync with QuickBooks Online and QuickBooks Desktop eliminates double-entry while maintaining accurate job costing—invoices, bills, payments, and expenses flow automatically between systems.
CRM

Stripe

Connect to hundreds of apps including MailChimp, Zoho, Constant Contact, Dropbox, and Google Drive—automate lead capture, document backup, email campaigns, and more without coding.
CRM

Xero (Coming mid-2026)

Improve efficiency by syncing data automatically
CRM

Zapier

Connect to hundreds of apps including MailChimp, Zoho, Constant Contact, Dropbox, and Google Drive—automate lead capture, document backup, email campaigns, and more without coding.
CRM
Check out all features