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Manage Company Records

Create company records, connect contacts and properties, and review relationship history across jobs, quotes, invoices, and messages.

Sofia Patel
Written by Sofia PatelUpdated over a week ago1 min readBeginner

What this guide covers

Company records help you manage business customers, vendors, property groups, or organizations that have multiple contacts and service locations.

Create a company

  1. Open Companies.
  2. Create a new company record.
  3. Add the company name, phone, email, billing details, and notes.
  4. Link contacts who work for the company.
  5. Link properties or jobs when they belong to the company relationship.

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.

Keep history clean

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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