Org directory
Add and reuse contacts across projects. Tier limits scale how many contacts you can store org-wide.
FeaturesDirectory
Client details once, on every report
Store purchaser, agent, and other client roles in your org directory. Attach the right contacts to each report export.
Per-report roles
Pick client contacts for each report with role labels suited to inspection workflows. Details snapshot on export.
PDF formatting
Contact blocks render consistently in the report preview and PDF so cover pages look professional without retyping.
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