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Adding contacts to your Directory

Keep the contact information of your trusted service professionals in one place so you can find them when you need them most.

Updated yesterday

How to Add a Trade Professional to Your Directory

Step 1: Log In to Your Dashboard 0:00

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  • Access the Hauser platform.

  • Log in to your account.

  • Navigate to your main dashboard.

Step 2: Access the Directory Module 0:10

  • Locate the directory module on your dashboard.

  • Click the plus sign (+) in the top right corner to add a new entry.

Step 3: Select a Category 0:16

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  • Choose from the predefined categories.

  • For example, select 'General Contracting'.

Step 4: Enter Contractor Details 0:28

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  • Input the name of the contractor.

  • Enter the name of the company.

  • Add the contractor's phone number.

  • Include the contractor's email address.

Step 5: Create the Entry 0:39

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  • Click the 'Create' button to save the new trade professional.

  • The entry will now appear under the selected category.

Step 6: Edit or Delete Entries 0:48

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  • If needed, you can:

    • Edit the contractor's address, phone number, or email.

    • Delete the entry if you find a different contractor.

Step 7: Confirmation 0:55

  • Review the directory to confirm the new trade professional has been added successfully.

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