Companies
A company is an organization that you do business with. Companies can be designated as customers (who purchase from you), suppliers (who you purchase from), or both.
Companies can have one or both of these roles:
Customer - A company that purchases from you
Supplier - A company that you purchase from
List all companies
To see a list of all companies, navigate to the companies page. Here you will see a table with company names, role indicators (customer/supplier), associated locations, how many assets a company has on location, and information about owned assets.
Use the search or filter options to refine the company list. You can filter by:
All companies - View all companies regardless of role
Customers - View only companies designated as customers
Suppliers - View only companies designated as suppliers
View individual company details
To view the full details of a company, click the company's name in the company list:
A company detail page will appear showing the complete company details:
The company detail page is oriented to give a comprehensive overview of your business relationship with the company:
Company value - the ARR and lifetime value (for customer relationships)
Projects summary - a summary of active, upcoming, and past projects for the company
Assets - breakdown of assets owned by the company and on location with the company
Sites - breakdown of company locations by active and inactive status
The page also includes a billing summary for the company across all the company's projects (for customer relationships).
Finally, this page includes detailed views to access the following information related to your company record:
Projects - projects that are related to this company
Locations - locations that belong to this company
Assets on location - a list of assets that are located at this company's locations
Assets owned - a list of assets that are owned by this company
Company details also include a full audit log of the changes made to the company over time.
Create a company
To create an individual company, click the "Add company" button and a window will appear. Enter the company's name, specify whether the company is a customer, supplier, or both, and click "Add."
Name is the only field required to create a new company. The role flags (customer/supplier) can be set during creation or edited later.
Company roles
When creating or editing a company, you can specify:
Customer? - Turn on if the company purchases from you (for projects and fulfillment)
Supplier? - Turn on if you purchase from the company (for procurement)
A company can be both a customer and a supplier. Tags appear next to the company name throughout the interface to help you quickly identify company relationships.
Default role assignment:
Companies created from customer contexts (such as project creation) automatically default to customer role
Companies created from supplier contexts (such as procurement) automatically default to supplier role
You can adjust these roles at any time
Bulk creation
To import companies in bulk, you can configure an integration with a CRM or ERP, or set up API access. For more options, please contact support.
Edit a company
To edit a company, click the pencil icon ✏️ in the company details window.
A small window will appear to edit the company's name, role flags (customer/supplier), billing contact, and billing address:
Hover over the information icons next to the role flags to see tooltips explaining their purpose.
Merge companies
When you have duplicate company records or need to consolidate company data, you can merge two companies into a single record. This process combines all associated data (projects, locations, assets, billing information) from both companies into one retained company record.
To merge companies:
Navigate to the company you want to keep (the "retained" company)
Click the merge icon in the top right of the company details window
Select the company you want to merge into this record (the "removed" company)
Review the merge details, including role indicators for both companies
Click "Merge companies" to complete the process
Merging companies is permanent and cannot be undone. All data from the removed company will be transferred to the retained company, and the removed company record will be deleted. Make sure you have selected the correct companies before proceeding.
The merge process automatically:
Transfers all locations from the removed company to the retained company
Consolidates all projects and associated billing information
Moves all asset ownership and location assignments
Combines role flags (if either company is a customer, the merged company will be a customer; same for supplier)
Preserves audit history for both companies in the new merged company record
Updates external system references if external IDs are configured
External company ID
Each company can have an optional external ID field that stores identifiers from external systems such as a CRM, ERP, accounting software, or internal database. This field:
Appears in the company basic information section
Can be edited by clicking on the field
Is included in company merge operations
Helps maintain consistency when integrating with other business systems
Is tracked in the audit log when changed
The external ID is particularly useful when merging companies, as it helps ensure the correct external system references are maintained after the merge.
Archive a company
To archive a company that is not yet archived, click the archive icon 👁️🗨️ in the company details window.
A small badge will appear on the company indicating Archived.
The company will now be visible in the company list only when "Include archived companies" is selected.
To unarchive a company that is already archived, edit the company and select the unarchive icon 👁️🗨️ in the company details window.
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