Creating a company in CoreBridge is one of the first steps to creating orders, managing your business, and efficiently communicating with clients. Company profiles are one of the basic building blocks of the system and are needed to run your business.
You can require certain fields by changing the settings in Settings / Sales / Company Options. Any field marked as required will display with a red asterisk on the page for creating a new company and must be entered before you can save.
Table of Contents
- Creating a Company
- Company Details
- Primary Contact
- Billing Contact
- Customer Information
- Accounting Details
- Billing Address
- Shipping Address
- Roles/Team
- Saving the Company
Creating a Company
To create a company profile, navigate to Sales / Companies.
1. Click the Company button (or the add/new company button) to open the Add Company form.
Company Details
2. Enter the Company Details. Fields marked with a red asterisk are required.
a. Company Name – Enter the name of the company. This field is required.
b. External ID – Optionally enter an identification number for the company (if External ID is enabled in Settings / Sales / Company Options).
c. Company Email – Enter the email best used for contacting the company.
d. Phone – Enter the primary company phone number. Enter only numbers; the system will format the number based on the phone numbering plan in Settings / System / Localization. Use the cell phone icon, if available, to indicate a cellular device.
Primary Contact
3. Enter the Primary Contact information, or select an existing contact if the option is available.
a. First Name and Last Name – Required for the primary contact.
b. Email – The email best used for contacting the primary contact.
c. Phone – The phone number best used for contacting the primary contact.
d. Birthdate - Including this information is optional.
e. Timezone - The timezone dropdown allows you to set the local time zone for that specific Company. This is especially helpful when a Customer operates in a different time zone than your business.
f. Default Location – If applicable, select the default location for this company. If you have only one location, it may be selected automatically.
Note: The company email and phone may be different from the primary contact email and phone. A contact can be the primary contact for multiple companies. You can add more contacts and change the primary contact after the company is created.
Billing Contact
4. Under Billing Contact, check the box if the billing contact is the same as the primary contact. If unchecked, you can specify a different billing contact.
Customer Information
5. Enter the Customer Information.
a. Company Origination – How the company heard about you. This can be made required in Settings / Sales / Company Options.
b. Industry – The industry the company is affiliated with. This can be made required in Settings / Sales / Company Options.
c. Status – The lifecycle of the customer (e.g., Lead, Prospect, Customer). A new company is typically set as Lead. Status may update automatically when the company is used in an estimate or order, or you can change it manually.
Accounting Details
6. Enter the Accounting Details.
a. Pricing Tier – Select the pricing tier for negotiated rates with this company. This field is required.
b. Payment Term – Define the deposit and payment rules for this company. This field is required. Setting a term other than Cash may allow you to set credit limit and credit line options in the company details after the company is created.
c. Tax Group – Select the tax group (combined rate for local, county, state/province, etc.) for this company. This field is required.
d. Tax ID – Optionally enter the business Tax Identification Number for verification (e.g., tax exemptions).
e. Tax Exempt – Check if this company's estimates and orders should be tax exempt by default. If enabled, you will need to select a Tax Exempt Reason.
f. Require PO on All Orders in WIP status or later – Check if you want to require a Purchase Order number on all orders that are in Work in Progress or later before the order can be invoiced. A default for this setting can be set in Settings / Sales / Company Options.
Billing Address
7. Enter the Billing Address (Address, Address 2, City, State, Postal Code, Country, and optional Nickname).
Note: Billing Address can be made required in Settings / Sales / Company Options.
Shipping Address
8. Under Shipping Address, check the box if the shipping address is the same as the billing address. If unchecked, enter a separate shipping address.
Roles/Team
9. Under Roles/Team, select the Team (e.g., Custom or a preset team). If you select Custom, assign employees to roles (e.g., Salesperson, Project Manager) using the dropdowns. These roles define which employees are assigned by default when this company places an order or estimate. Roles and teams can be managed under Settings / My Business.
Saving the Company
10. Click Save Company to create the company. Ensure all required fields (marked with a red asterisk) are completed before saving.