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Add a New Company

Expand your ConstructionOnline™ Company Directory by adding Companies

BACKGROUND 

Efficient construction management hinges on having a centralized and readily accessible company directory. You shouldn't have to chase down these details across multiple spreadsheets or disparate contact lists. ConstructionOnline's "Contacts & Companies" solves this by providing a single, organized directory for all your vital partners and stakeholders. This system eliminates redundancy and gives you a clear overview of your professional network, simplifying engagement with all the right people. 

THINGS TO CONSIDER

Within ConstructionOnline, any field that shows the gear icon ConstructionOnline's Custom Values gear icon is a Custom Value, allowing users to add, edit, or remove categories. These fields can be customized by clicking on the icon. 

HOW TO ADD A NEW COMPANY

  1. Access the "Team Management" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
  2. Under the "Contacts & Companies" section, select "Companies."  
    1. This will open the "Companies" portion of your Company Directory. 
  3. Click the green (+) Add New Company button.
  4. The "Create a New Company" extension blade will open on the right side of your screen, where you can enter the Company's information, including - 

    Enter the company's information into ConstructionOnline
    1. Details: General information about the Company.  
      1. Company Name: The Company's name. This field is required.
      2. Street Address: The address where the Company is located. 
      3. City: The city. 
      4. State / Province: The state. 
      5. Zip / Postal: The zip code/postal code associated with the Company's address. 
      6. Country: The country. 
        1. ConstructionOnline, by default, will populate the Country set in your Account's Settings under the "Country & Language" option. 
      7. Phone: The main telephone number for communication with the Company. 
      8. Email: The primary email address for the Company. 
      9. Website: If the Company has a web address (URL), enter it here. 
      10. Trade: The specific industry or type of business the Company is involved in. 
      11. Quality: The internal quality rating score for the Company. 
      12. Category: Classify the Company by assigning them to a category for organizational purposes. 
      13. Division: If the Company is a large organization with distinct operational units, this field can be used to specify the relevant division. 
      14. Region: The geographical area which the Company primarily operates or serves. 
      15. Group: Categorize the Company for further organization. 
      16. Office: If the Company has multiple physical locations, this field can be used to specify the name or identifier of this particular office. 
      17. Tags: Assign any predefined keywords or labels to the Company. 
        1. By using Tags in ConstructionOnline, you can easily sort and track information within the system. 
      18. Employer Identification Number: The unique nine-digit number assigned to the Company by the Internal Revenue Service (IRS) to identify the Company as a business entity for tax purposes. 
      19. License Number: The Company's primary legal operating license number. 
      20. Labor Type: The type of labor the Company employs or provides. 
      21. Labor Union Name: If the Company is a part of a Union, this field can be used to specify which one. 
      22. Notes: Any additional relevant information regarding the Company. 
    2. Contacts: Associate Contact(s) with the Company. 
    3. Attachments: Upload any files and/or photos pertinent to the Company. 
  5. Click the blue "Create" button to create the new Company. 
    1. Once saved, the Company will appear in the "Companies" List as part of the dynamic table. 

ADDITIONAL INFORMATION 

  • Subscription Level: The Company Directory is available for all ConstructionOnline subscriptions. 
  • Permissions: Admin Users and Company Users can create Companies.
  • CO™ Mobile App: Company Users can create new Companies via the ConstructionOnline Mobile App. 

HAVE MORE QUESTIONS? 

  • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.