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Create Company

This article explains how to create a new company record and enter all relevant company information, including contact details and associated employees.

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

  1. Open Companies Section

    • Log in to the system and navigate to the Businesses section from the sidebar.

    • Click Companies to open the list of existing companies.

  2. Create a New Company

    • Click the New button to open the company creation form.

    • Enter the required basic information and select Create & Open to create the company record.
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    WorkTrek web app showing the Companies dashboard view with existing records and the highlighted New button
    The Create Company pop-up form in WorkTrek for entering foundational company data

  3. Complete General Information

    • Once the company record is created, review and complete the available fields under General Info, including:

      • Company Name

      • Code

      • Tax ID

      • External ID

      • Classification

      • Warehouse

      • Notes

      • Contact Info

      • Address
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    he detailed company profile view in WorkTrek highlighting form fields for General Info, Tax ID, and classifications

  4. Add Employees:

    • Navigate to the Employees tab.

    • Click Add and associate employees with the company by either:

      • Searching for employees by name, or

      • Selecting employees from the available list

    • Repeat this process until all relevant employees have been added.
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    The Employees tab section within a WorkTrek company record featuring an Add button to link new personnel
    The Add Employee configuration modal window in WorkTrek used to select and connect staff members to a company profile

  5. Result

    • After entering all required information and reviewing the details, the new company will be added to the Companies list and will be available for use throughout the system, including work order, asset, projects, contracts and other business-related records.
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    A completely populated and active corporate client profile displaying organized data points in WorkTrek


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