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title: "Company Management" description: "Set up companies, contacts, and the records that power tickets and assets" section: "guides" order: 2 lastUpdated: "2026-01-26"

Creating a company

1. Navigate to Companies
2. Click New Company
3. Enter the basics:
   • Company name
   • Optional: email domains, phone, website, address
4. Save

What a company is used for

Once a company exists, you can use it to:

• Scope tickets (who the work is for)
• Organize assets (ownership + assignment)
• Manage contacts (people at the company)
• Track agreements (contracts and service context)

Managing company phone numbers

Companies can have multiple phone numbers with custom labels and descriptions. This is useful for companies with multiple locations or departments (e.g., "HQ Main Line", "Support Hotline", "Regional Office - Dallas").

To manage phone numbers:

1. Navigate to the company detail page
2. In the Customer Information card, find the Phone Numbers section
3. Click Add Phone to add a new number
4. Set the phone number, label (Main, Support, Sales, Fax, Other), and optional description
5. Mark one phone as primary (it will be shown first on tickets)

Company phone numbers are displayed on tickets for quick access to the right department or location.

Managing contacts

Contacts live under a company and are used for communication and assignment (especially in tickets and assets).

Recommended workflow:

1. Create the company
2. Add key contacts (primary decision-maker, on-site contact, finance contact)
3. Keep emails/phones current (it reduces back-and-forth later)

For more detail, see Contacts & companies.

Assigning technicians to companies

Companies can have primary and secondary technicians assigned to them. This helps route tickets and organize work by team member.

Assigning technicians to a single company

1. Navigate to the company detail page
2. In the Customer Information card, find the Technicians section
3. Click Edit to modify technician assignments
4. Select primary and/or secondary technicians
5. Save

Batch assigning technicians to multiple companies

1. Navigate to Companies
2. Select the companies you want to update using the checkboxes
3. Click Assign Technicians in the bulk actions bar
4. Select primary and/or secondary technicians
5. The dialog shows which companies are missing technicians
6. Click Assign Technicians to apply to all selected companies

Best practices

• Create the company first: it prevents “orphan” tickets/assets later
• Use consistent naming: match what customers recognize (legal name or well-known DBA)
• Keep primary contact info current: it makes tickets faster to handle