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BuildersAI

People and contacts

One directory of everybody on the job, whether they use the app or not.

A dialog headed Add someone, with fields for a name, a company, a trade, a phone number and an optional email address, the email marked as only needed to give them access to the app. A section headed In your organisation is set to Nothing yet, just a contact, explained as no login and no access: a name, a number and whatever else you know about them, which is what the whole company can then look up and ring.

Half the people involved in a job will never log into anything. They still need to be in the directory.

What it does

  • One list holding both app accounts and plain contacts
  • Look anybody up and ring them from the phone
  • Record a firm, a trade and how to reach somebody
  • Give a contact access later without retyping them, or import the contacts you already have
  • Both in a browser, and on the phone for whoever runs the company account

Why it matters on site

A contacts list that only holds people with logins is a contacts list somebody keeps a second copy of on their phone.

Which plan

This is included in every plan, from £149 a month. Plans differ by how many people they seat, not by what the software does. See pricing.

How to use it

The manual page for this is in the Help Centre, and it is the same guide SiteBot reads inside the app. Read the guide.