Directory
One Directory for Every Contact & Company
Customers, prospects, vendors, contractors, suppliers, realtors, and your own team — all in one tenant-scoped directory. Each record can hold multiple business roles at once, so the builder who is also your customer doesn't need two records. Every deal, job, task, payment, and portal login connects back to the same identity.
- People and organizations with emails, phones, and typed addresses (billing, service, job site)
- Multiple roles per record: Customer, Vendor, Contractor, Builder, Realtor, Supplier, and more
- Trade classifications for organizations, so you can find production partners by specialty
- Relationships connect people to companies: employee, owner, manager, primary contact
- Browse by segment — Prospects, Customers, Vendors, Contractors, Suppliers — or search everything
- Internal ratings, color tags, and notes for quick office context
- Customer portal access issued, reissued, or revoked from the contact record
- Duplicate detection with preview-and-merge that preserves all linked history
- Access grants let a company contact see work orders or payments without owning the record
- Linked deals and jobs visible right on the contact's workspace
Follow-Ups
Tasks & Follow-Ups
Every user gets a personal task inbox; the office gets a shared coordination queue. Tasks bucket themselves into Past Due, Due Today, Due This Week, and Due Later, and can link directly to the job, deal, or quarterly goal they're about — so follow-up work always has context.
- My Tasks for personal work; Office Tasks for the whole team with assignee filters
- Priorities (Critical to Low), types (To-Do, Call, Text, Email), and reminder dates
- Department queues: Marketing, Front Office, Back Office, Sales, Production, Warranty Service
- Link a task to a job, deal, or quarterly rock — and open that record in one click
- Email notifications on assignment, reminders, and overdue work
- Checklist templates can generate a job's standard office tasks automatically
- Archive instead of delete, so task history stays intact
- Task counts surface on the home dashboard and navigation
Compliance
Contractor Insurance (COI) Tracking
Stop discovering expired insurance after the fact. Valor tracks certificate of insurance and policy records for every contractor — Workers Comp, General Liability, and Vehicle Insurance — and automatically creates a renewal task 30 days before a policy expires.
- Dashboard counts for Expired, Expiring Within 30 Days, and Current policies
- Carrier, policy number, effective and expiration dates, and notes per policy
- Certificate documents linked straight to Google Drive
- Renewal workflow starts a fresh policy record and retires the old one cleanly
- Automatic high-priority renewal task created 30 days before expiration
- Historical policies preserved through close-out instead of deletion
- Tied to the same contractor records used by jobs and labor logs