Two ways to view contacts
Workspace directory
The Contacts tab in the left nav lists every contact across all your projects, with a Project column and filters for project (including Unassigned), status, category, and verified — plus search. The place to see and manage everyone at once.
Per-project (Trades)
Each project has its own Trades tab showing just that job’s contacts, with their variance bindings (which milestone/task/trade they’re the contact for).
What a contact holds
The person’s name.
Organization
Their company.
Title
Free-text role, e.g.
Site Superintendent, Project Manager.Category
A grouping you choose, e.g. Trade, Supplier, Consultant, Authority, Owner/Client, Internal.
Role
The structured role used by variance chains: vendor, sub, inspector, EOR, foreman, or other.
Channels
Cell, WhatsApp, Office, and Email. Phone numbers are validated and stored in E.164.
Status
Active, Stale, or Inactive.Verified
Whether the details have been confirmed (see below). Manually added contacts are verified by default.
PO #
An optional purchase-order reference.
Add & edit
- Add one — on the workspace Contacts page click + Contact, optionally pick the project it belongs to, and fill in the form. On a project’s Trades tab, use + Trade.
- Upload — click Upload and drop in a file. A CSV or Excel sheet is read instantly (column headers matched loosely, so an existing stakeholder spreadsheet usually just works:
name(required), organization, title, category, role, trade, cell, whatsapp, office, email, po, status). Any other file — a PDF or photo of a business card, a scanned sub list, an image — is read by AI. Either way you get a preview before anything is added, and re-uploading won’t create duplicates. - Add from phone contacts — on Android (Chrome or Edge), an Add from phone contacts button opens your device’s contact picker so you can select people straight from your address book, with the same preview-before-import flow.
- Share a contact to SiteSuper — if you’ve added SiteSuper to your home screen, open a contact and tap Share Contact, then choose SiteSuper from the share sheet. You’ll land on a review screen to pick the project and confirm before adding. (iOS support for this depends on your Safari version — if SiteSuper doesn’t appear in the share sheet, use Share Contact → Mail to the project’s email ingest address below instead.)
Email contacts in
Both the workspace Contacts page and a project’s Trades tab show an email ingest address (managers/owners only), with a toggle to turn it on or off:Project Trades address
Forward or send vCards (
.vcf) or a contact list to this address and the entries are added to that project’s Trades.Workspace Contacts address
The workspace-level address adds entries as Unassigned contacts for you to file onto a project later.
.vcf/.vcard attachment, a .csv contact list, or just a plain-text list of names and contact details in the email body. Only senders on the workspace’s Contact import senders allowlist (Settings → Workspace) are accepted. Each entry goes through the same hybrid trust model as agent-sourced updates — new people are added and flagged unverified, while edits to existing contacts are queued for manager approval.
Let the AI keep contacts current
Supers can add or correct a contact just by telling the SiteSuper agent — over WhatsApp, phone, or SMS — for example “add Joe Klaver at Lonsdale Electric, cell 604-555-1234, he’s the electrical foreman.” Contact details that arrive by email are picked up too. The agent uses a hybrid trust model so field updates never silently overwrite known data:New contact → added right away
A person not already on the project is added immediately and flagged unverified, so you can confirm the details when convenient.
Edit to an existing contact → queued
A change to someone already on file goes to a Pending changes queue on the Contacts page. A manager sees the before → after and approves or rejects it — the live contact is untouched until then.
A project is optional. A contact can live at the workspace level as Unassigned — useful when you import a master list before sorting people onto jobs. Assign (or reassign) a contact to a project any time by editing it. Only managers and owners can view and edit the directory and act on pending changes.