he Companies section is vital for managing all your business partners, from clients to subcontractors. Organising them here allows you to link them to worksites, jobs, and keep all company-specific information in one place.

This guide covers:

• Understanding the importance of onboarding companies
• Downloading and populating the companies template
• Identifying and filling mandatory fields
• Handling validation errors during upload
• Confirming successful company import

Start confidently and get results fast.