Skip to main content

Create Company

Discover the benefits of creating a company in CMMS software: streamline operations, enhance maintenance management, and boost efficiency.

Updated over 2 weeks ago

Complete these steps to set up a company and input all relevant details.

  1. Navigate to the Businesses List:

    • Open the sidebar menu and select the "Businesses" list.

  2. Access Companies:

    • Click on "Companies" to view the company management options.

  3. Create a New Company:

    • Click on the "New" button to start entering details for a new company.
      ​

      Companies list view showing existing records with options to add a new company or export to Excel.

  4. Enter Company Details:

    • Fill in essential information such as the company name, notes, code, and tax ID.

  5. Specify Subsidiary Status:

    • If the company is a subsidiary, make sure to select the appropriate option.

  6. Choose Company Classification:

    • Based on the company’s role, select from classifications like Manufacturer, Service Provider, Supplier, or Customer.

  7. Add a Warehouse:

    • If the company will have a warehouse, add the warehouse details
      ​

      New company entry form with fields for name, classification, and general company details.

  8. Add Contact Information:

    • Go to the "Contact Info" section to input various types of contact details for the company.
      ​

      Contact Info section for a company, displaying multiple communication channels with an option to add more.

  9. Enter Address Information:

    • Navigate to the "Address" section to input and save the company’s address.
      ​
      ​

      Company address entry form with detailed location fields and the ability to add additional addresses.

  10. Add Employees:

    • Navigate to the "Employees" tab, click "Add," and enter employee details either by searching their names or selecting them from a list.
      ​

      Adding an employee to a company by searching and selecting from the user list within the Employees tab.

  11. Save Your Information:

    • After completing all required fields, click "Save" to finalize and add the company to your list.
      ​

      Detailed company profile view displaying classification, address, and contact information.


      ​
      ​

Did this answer your question?