One shared bank per project. Sales, admin, finance, and ops all read and write the same list — enter a contact once, use it everywhere. Toggle where each contact appears (proposal / invoice). The site address is a property of the job itself and drives the field job sheet and POs.
Site address — where the work happens; prints on the field job sheet and POs
Saved ✓
Contacts
Click a contact to edit. Billing contacts appear in the Billing portal's "Bill to" picker; "show on proposal" prints an Attn line on the client proposal.