People in BuildBook include important contacts that you can manually add or that are automatically created by inviting them to a Project, such as team members, subs, clients, etc. To access People, click the People tab in the upper navigation menu.
People is organized by:
Name - First and Last Name as input by you or by the user if they created an account via a project invitation
Type - What type of contact this is (ie: Client, Designer, Painter, Architect, etc)
Company - The Company Name that the contact is a part of, if applicable
Role - This is specific to contacts who are part of your team or projects.
Pro Team: A member of your Pro Team
Collaborator: A Collaborator on a project
Client: A Client on a project
On 5/6/23, if a user was on a project but didn't exist as a contact within People, that user was integrated with People. For example, if you invited a sub to a project as a Collaborator but hadn't added them to People (previously known as Contacts), a new contact was created for them in your account.
Add a Person
Users are added to People a few ways:
When you invite someone to a Project that doesn't yet exist in People, a new contact is automatically created for that user.
Until the user accepts the project invitation, they are classified as a "pending" user, which can be identified in People by the clock icon next to their name
Once the user accepts the project invitation, their contact information will be updated with the First Name, Last Name, and Avatar (profile pic) that they set up
When you create a new Opportunity and add client information, a new contact is automatically created for the client.
Manually, by clicking + Add Someone
Edit a Person
To edit an existing person, click on the name you wish to edit.
Contact information like name, email, phone, address, and profile picture can be added here.
If the First Name, Last Name, and Email address are locked, then this contact is associated with an existing BuildBook account and is controlled by the user.
Type is the type of contact this is, such as a client or what type of sub the contact is. To change a contact type, simply click the Type dropdown menu, start typing the new Type, and hit the return/enter key on your keyboard or click Create.
Company - If the contact has a Company they work for, you can add their company name here the same way that a custom Type is created as described above.
COI Expiration - For subs, you can include a Certificate of Insurance Expiration Date.
Add any important notes relevant to the contact that you'd like to be able to reference anytime.
Within Attachments you can add any documents related to the contact.
Search and Filter People
To filter contacts by type, click the 'All' dropdown from the People tab. From here you can choose which type to filter all of your contacts by.
You can also search for people by name or company name in the Search bar located in the upper right, next to the contacts filter.
Delete a Person
Delete a contact by clicking the the ••• menu to the right of the contact, or within a contact card using the same method.
If the contact you're trying to delete is associated with a project, you will need to remove them from the project(s) before they can be deleted.