BaseBuilders Knowledge Base

BaseBuilders Knowledge Base

Settings - making this app your own

Address Book Settings

Your companies and contacts live in separate data tables we think of as the Address Book. Click your name/avatar at the bottom of the main navigation panel to open settings.

Each company and contact can have an unlimited number of addresses and phone numbers.

Video

The video above will walk you through settings used for all of the architecture and engineering firms you will be adding to your companies table. The companies table will house your clients and the various agencies you interact with. You will also setup tags that you can apply to the companies and contacts you enter. These tags might include certifications such as AIA, LEED, or PE. Perhaps a civil engineering firm also does surveying or environmental engineering. The tags will help you find the companies with these various certifications or specialties.

Disciplines

Disciplines not only organize your address book companies, it enables project reporting. These companies are also your clients. If you don't use a generic discipline like 'Client', but instead classify your clients, you will be able to compare your project profitability by client type.

Tags

The primary purpose of tags is to enhance queries. You might have specialty flags like Central Plant or Ground Source Heat Pump, that are applied to the mechanical engineering firms you know have experience with these systems.

Tags are also great for marketing purposes. Tag companies so you know who should be receiving a holiday greeting card or who gets invited to your annual summer barbecue.

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