Manage Company Records
Create company records, connect contacts and properties, and review relationship history across jobs, quotes, invoices, and messages.
Create company records, connect contacts and properties, and review relationship history across jobs, quotes, invoices, and messages.
Company records help you manage business customers, vendors, property groups, or organizations that have multiple contacts and service locations.
Use one company record per real organization. Avoid creating duplicates for every job or location.
Company records are more useful when they connect the full relationship:
Before creating a duplicate contact or property, search the company record first.
A property's company is always its owner's company. You don't pick a company for a property directly:
See Property Owners and On-Site Contacts.
Open the company, click More, then Delete company, and confirm.
JobsiteOn won't delete a company that still has contacts or properties. You see, for example, "This company has 3 contacts and 1 property. Move them to another company first." Move each contact to another company and give each property an owner from another company, then delete it again.
Contacts saved without a company are kept under a built-in company named Unassigned Contacts. That company can't be deleted.
Use notes for relationship context such as preferred billing contacts, service expectations, and account-specific instructions.
Archive or merge duplicates according to your company's policy so reporting stays accurate.
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