Managing Companies

Use companies when you work with businesses — property managers, general contractors, HOAs, landlords, and similar. Create a company, then link contacts and properties so related work stays organized.

Create a company

1. In the sidebar, open Companies.
2. Click Create Company.
3. Enter Company Name (required).
4. Optional: Phone, Website, and Notes.
5. Click Create Company to save. Later edits use Update Company.

Open a company to see related contacts, properties, and other linked records on the detail page. Associate people and job sites from those records (for example the contact Company field), not from invented company-form fields.

What happens next

1. Managing contacts
2. Managing properties
3. Send your first quote

Good to know

• The company form has no email field and no billing address.
• Company Name is the only required field.
• Link people and sites through associations — the company detail page shows related records.