Manage relationships

Project contact rosters

Attach everyone a real property or claim involves: homeowner, tenant, adjuster, expert, attorney, vendor. Organize them by the relationship types your trade actually uses.

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Contacts & companiesOne directory for every person and company you work withTeam, crews & rolesCompany permissions for authority, project roles for ownershipMulti-company collaborationOne shared matter across companies, each keeping its own spaceInbox & notificationsOne place for assignments, mentions, deadlines, and approvalsAll of Manage relationshipsSee the whole system

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