Add Company Records

What this guide covers

This guide explains how to create and manage company records in JobsiteOn. You will learn how to set up a company, link individual contacts to it, and use company records for commercial customer management.

When to use company records

Use a company record when:

• The customer is a business rather than an individual homeowner.
• Multiple people at the same organization contact you (for example, a facility manager and an accounts payable clerk).
• You want to track all work for a business under a single entity.

Creating a company record

1. Navigate to /contacts/new.
2. Fill in the Company field with the business name.
3. Enter the primary contact person's first and last name.
4. Add the company email, phone, and address.
5. Click Save.

The company name appears alongside the contact name throughout the system.

Screenshot: The new contact form with the Company field filled in as "Acme Property Management" and the contact name set to "Sarah Johnson."

Linking additional contacts to a company

If multiple people work at the same company:

1. Create a new contact for each person.
2. Enter the same Company name on each contact record.
3. All contacts with the same company name are associated in the system.

Tip: Use consistent company names across contacts. "Acme Corp" and "Acme Corporation" will be treated as separate companies. Pick one spelling and stick with it.

Viewing company contacts

1. Navigate to /contacts.
2. Search or filter by company name.
3. All contacts associated with that company appear in the results.

From a contact detail page, you can also see other contacts at the same company in the Company section.

Animation: The contacts list being filtered by a company name, showing three contacts at the same organization.

Company details on documents

When a contact with a company name is linked to a quote, invoice, or job:

• The company name appears alongside the contact name on the document.
• The company address is used for billing if no separate billing address is set.

Best practices

• Use company records for any non-residential customer.
• Designate a primary contact at each company for billing and communication.
• Keep company names consistent to avoid fragmenting your records.
• Add the company's billing address to the primary contact for accurate invoicing.

Note: Company records are part of the contact system, not a separate entity. Each contact can be associated with one company name.

Related articles

• Create and Manage Contacts
• View the Contact Detail Page
• Merge Duplicate Contacts