Companies

Companies and contacts

Every client, vendor, and sub-contractor is a company. Projects, sales, tickets, and invoices hang off that company.

1. Open Companies. Filter by Clients, Vendors, Sub-contractors, or Archived. Tag bubbles under Staff search filter by labels such as Tax consultant.
2. Use the form on the right to add a company. Choose the type: Client (needs a contact), Vendor (phone or hosting — contact optional), Sub-contractor (people you hire onto projects), or your own business-owner company (once). Add tags (comma-separated) to categorise further.
3. Open a company to add contacts, notes, and to jump into that company’s projects, sales, or tickets.
4. Archive a company from its page when you no longer want it in the main list. Invoices and documents stay.

Related: People on a company · Create a project · Sales pipeline · Invoices

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