Every client and vendor, one address book
Clients, subs, and your own crew all live as contacts in Foreman. Each one carries a live history of every proposal sent, invoice paid, and request answered — built automatically from the work you're already doing.
One identity for everyone
Clients, subcontractors, and internal teammates are all contacts. The same person can be a vendor on one project and a client on another — one record, not three lists.
History that writes itself
Send a proposal, collect a payment, get a request answered — it all lands on the contact's timeline automatically. No manual logging.
Organized by where they stand
Tag contacts and move them through lead, prospect, active, and past-client stages so you always know who to follow up with.
See everything you've done together
Open a contact and you get the full relationship at a glance: proposals sent, invoices paid, lifetime value, and what's overdue — all derived from real transactions, never typed in by hand.
Know who's a lead and who's a repeat client
Group contacts by stage — lead, prospect, active, past client — so your follow-ups and re-engagement never fall through. Your internal crew stays out of the way in its own view.
Bring your customers and vendors with you
Already keeping contacts in QuickBooks Online? Import your customers and vendors in one step so Foreman starts with the relationships you already have.
How it works
Three steps. That's it.
Add a contact — or import them
Create clients, vendors, and teammates by hand, bring them in from a CSV, or sync them straight from QuickBooks Online.
Put them to work on projects
Assign a contact to a project and send them proposals, invoices, and requests. Every send is logged back to their record.
Track the relationship over time
Move contacts through lifecycle stages, tag them, and watch their activity and lifetime value build automatically.
Frequently asked questions
Ready to run your projects
from bid to built?
Book a demo to see it on your projects — or start free, no credit card required.