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Contacts are the external people SiteSuper communicates with on a project: trades, subcontractors, suppliers, inspectors, engineers of record, foremen, and owner/client reps. They power variance follow-up (who gets called or messaged when something slips) and give you one tidy stakeholder directory per job.

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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).

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What a contact holds

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Name
required
The person’s name.
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Organization
Their company.
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Title
Free-text role, e.g. Site Superintendent, Project Manager.
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Category
A grouping you choose, e.g. Trade, Supplier, Consultant, Authority, Owner/Client, Internal.
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Role
The structured role used by variance chains: vendor, sub, inspector, EOR, foreman, or other.
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Channels
Cell, WhatsApp, Office, and Email. Phone numbers are validated and stored in E.164.
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Status
Active, Stale, or Inactive.
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Verified
Whether the details have been confirmed (see below). Manually added contacts are verified by default.
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PO #
An optional purchase-order reference.

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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.

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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.