Contact management

Contacts are people and companies you do business with — suppliers, contractors, surveyors, agents, personnel that aren’t Tero users themselves. They appear as picklist options on POs, projects, and inspections.

The contact list

Open Company admin → Contacts.

Filter by type (Supplier, Contractor, Surveyor, etc.) or search by name.

Adding a contact

Click New contact. Fill in:

• Name — person or company name
• Type — Supplier / Contractor / Surveyor / Other
• Email and Phone — at least one
• Address — for shipping/billing on POs
• Notes — anything useful for the next person who deals with them

Click Save.

Linking a contact to a project

When creating a project, the Contractor field opens a search that pulls from your contact list. Select the contact and Tero pre-fills the contractor ID and notification email.

Using contacts in POs

When creating a PO, the Supplier field opens a search of your Supplier-type contacts. Pick one and Tero pre-fills the bill-to and ship-to addresses from the contact record.

You can override per-PO if needed — the contact stays as the source of truth, but a one-off can ship somewhere else.