To find Companies. Go to your "Project Menu" Project settings > Companies



In the Manage Companies window, click on the + button to Add a New Company.  


From the Add Company window, you can add the following information:

  • Company Name
  • Website Address
  • Select a Trade from the list of available trades
  • Calendar
  • Shifts
  • Company Manager
  • Phone
  • A Company Color will be auto-generated, but you can change the Company Color if you want.





Devices:


You also have the option to Manage Companies from your Mobile Devices, based on the security assigned.




How To?

How to Add a New Company

How To Edit a Company


Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups


Last Updated: Mar-02-21