Companies
Manage clients, suppliers, subcontractors, and linked people.
Companies are shared records in your workspace. They can represent clients, suppliers, subcontractors, consultants, builders, or other organisations you work with.
When to add a company
Add a company when you want to reuse it across RFQs, rates, quotes, or contact details.
People linked to companies
People are linked under company records. This keeps company details and person contact details together.
Good company records include
- company name
- role or type
- contact person
- email and phone
- address
- tax or business identifier where relevant
Importing companies
Use Setup import when you already have company data in a spreadsheet.