Creating company profiles allows you to efficiently manage all your business contacts, including clients, subcontractors, RTOs, and suppliers. Centralising this information provides a clean, organised directory that streamlines communication and keeps your operational records consistent.

This guide covers:

• Navigating to the Companies tab.
• Initiating a new company record.
• Entering essential company details.
• Saving the initial profile.
• Adding detailed address information to existing company records.

Your business network is now structured and easy to manage.

💡 Power User Insight: Keeping company profiles complete and up to date ensures that every linked Contact, Worksite, or Job inherits accurate parent information. This creates a reliable top‑down data flow, reducing duplicate entry and ensuring your CRM remains clean and efficient.