Meet Contacts

There's a new Contacts section in the sidebar — your customer list, built automatically as you work.

Every client and lead lives here, matched by email so the same person never splits into duplicates. Click into a contact to see all their projects, what you've billed, a running activity timeline (proposal sent → viewed → signed → paid), and a copy of every email BidCraft sent them with the full body the customer received.

What you can do

• Search and filter your whole client list by name, email, phone, or city.
• Add a contact manually for a lead you haven't started a job for yet.
• Read any email you sent a customer — proposal, change order, invoice, receipt — exactly as they saw it.
• Scan the activity timeline to answer "have they signed yet?" without digging through projects.
• Archive contacts you're done with (their history stays intact) and restore them later.

Your existing customers are already in there — past projects were backfilled into contacts automatically.

One note on email history: BidCraft started saving full email bodies on June 8, 2026. Older emails show the subject and date with a "Body not archived" tag; everything from June 8 forward shows the exact email the customer received.

See Contacts — your clients, their projects, and email history for the full walkthrough.