How to Add a Company

Adding a company

1. Click Companies in the drop-down menu.

2. Press + Create new to add a new company.
 

You will need to specify the following information for a company:

• Name
• Description (For example, HVAC contractor)
• Company's Type, which can be one of the following:
  • Supplier
  • Designer
  • Supervisor
  • Contractor
  • Client
  • Other
• Business ID

Mandatory fields are Name and Type.