Companies
Keep client records tidy so documents fill themselves in.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Company records feed straight into every generated document, so it pays to get them right once.
Why they matter
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Fields used on documents
Duis aute irure dolor in reprehenderit in voluptate. The tax_id and reg_no fields appear
on invoices and offers; the rest are optional.
Fields used for filtering
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One record per legal entity
Create separate companies for separate billing addresses rather than editing one record back and forth.
Adding a company
Open Companies
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Fill the legal details
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Save
The record is available immediately in the work order dropdown.
Field reference
| Field | Required | Appears on documents |
|---|---|---|
| Name | Yes | Yes |
tax_id | No | Yes |
reg_no | No | Yes |
| Address | No | Yes |
| Contact | No | No |