How to Add, Remove, and Manage Vendors in your PlanHub Directory

Prerequisite: Have access to a planHub General Contractor account.

Step 1: Log into your PlanHub account.

Step 2: Navigate to the Network tab in the main panel on the left side.

Step 3: At the top of the page, view the PlanHub, My Directory, and My Lists tabs.

Step 4: Click on the PlanHub tab, then, search for subcontractors and suppliers local to your projects.

Step 5: Refine your search using the Filter menu—search for Subcontractors or Suppliers by trade, certifications, location, ZIP code, and mile radius.

Step 6: To add a subcontractor or supplier to your directory, click the person-with-plus-sign icon in the corner of their company card.

Step 7: Click on the company name on the company cards to view their company profile page. To add them to your My Directory page, click Add to My Directory in the top right corner. (All GCs who have a free account or paid subscription, will have access to the "My Directory" page)

Uploading Contacts in Bulk

Step 1: Click the My Directory tab at the top.

Step 2: To upload your contact list, click Upload in the top right corner.

Step 3: In the pop up window, you can upload a list or add contacts individually.

To add individually click "Add Companies Individually"

To Add a list drag and drop your CSV file or Excel spreadsheet into the upload box, or click Browse to upload it from your computer.

Step 4: After uploading, click Next to begin processing your list.

Step 5: Wait for the process to complete. Once ready, click Review Your List.

Step 6: Review, edit, or delete columns if needed. Hover over a column header name to view the options.

Step 7: If you decide not to upload your list, click Cancel Import in the lower left corner.

Step 8: To remove contacts prior to importing, check the box next to their names, then click Remove in the top right.

Step 9: Add a checkmark in the box for the contacts you would like to add, then click Import # Companies to add them to your directory.

Step 10: With your paid subscription, you can use the quick upload connections option from the Add New drop down menu in the main panel.

Step 11: Click on upload connections then drag and drop or browse to add your CSV file or Excel spreadsheet.

To add individually click "Add Companies Individually" then upload the documents.

Step 12: Then, click Next to begin processing your contact list.

Step 13: Once your list is ready, click on Review your list then repeat steps 6 thru 9 above to edit and manage your contacts.

Adding Companies in "My Directory"

Step 1: On the My Directory page, click Add Company in the top right corner.

Step 2: Fill in the required company details—name, contact, address, and other info.

Step 3: Click Save to add the company, or the X to delete the entry.

Creating and Managing Lists

Step 1: In your directory, you can select your new individual contacts to create a custom list.

Step 2: When the action bar appears at the bottom, choose your desired action.

Note: After adding contacts to your network, they will receive an email—confirming they’ve joined your network (if they already have a PlanHub account), or inviting them to create a free PlanHub account to access your projects.

Keeping your directory up to date helps you quickly connect with the right subcontractors and suppliers for every project. Use these tools to add new contacts, manage your network, and streamline outreach—so you can build stronger teams and keep your projects moving efficiently.

Troubleshooting 

Contact us if you need assistance or to report an issue:

• PlanHub Contact Page: https://planhub.com/contact/
• Customer Facing Support Ticket Link: https://knowledgebase.planhub.com/knowledge/kb-tickets/new
• Customer Success Team: CustomerSuccess@planhub.com