How to Create and Manage Contacts Easily with Builder Expert

Effective contact management is essential for contractors, estimators, and project managers who need quick access to their clients, suppliers, and team members. With Builder Expert, you can effortlessly create, save, and organize your contacts, ensuring smooth communication and project coordination.

Watch our step-by-step tutorial video to see how it’s done! 

Learn how to easily create and manage contacts in Builder Expert with this step-by-step tutorial!

Why Contact Management Matters

Keeping your contacts well-organized helps you:

• Save time when reaching out to clients or suppliers

• Improve efficiency in managing estimates and

• contracts

• Ensure accuracy by having all important details stored in one place

How to Create a Contact in Builder Expert

1️⃣ Go to the Contacts Section – Simply navigate to the Contacts tab in the Builder Expert platform.

2️⃣ Click "Create Contact" – A new window will appear, allowing you to input details.

3️⃣ Enter Contact Details – Fill in the name, address, email, and phone number of the person or business.

4️⃣ Save the Contact – Click "Create", and your contact will be stored for future use.

Editing a contact in Builder Expert – Update contact details such as name, address, email, and phone number with ease.

Streamline Your Workflow with Builder Expert

By managing your contacts within Builder Expert, you can integrate them directly into your estimates, invoices, and project planning, making your workflow smoother and more efficient.

📌 Try Builder Expert today and take control of your estimating process!

👉 https://app.builderexpert.uk/register

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