Manage Companies

Companies store your organization’s details and branding assets. A company can be associated with projects so that generated reports include consistent branding such as logos, signatures, headers, and footers. You can create, edit, enable/disable, and reuse companies across multiple projects.

3.1 Create a New Company

To create a company:

1. Open Companies from the left navigation menu.

2. Click Create New Company (+).

3. Fill out the form fields (details below).

4. Click Create Company to save.

Note: Some fields are optional, but Company Name is required. The Create Company button remains disabled until required fields are valid.

3.2 Company fields (what each one means)

Company Name (Required)

• The organization’s display name.

• Used across the portal and can appear in reports via template tags.

Email (Optional)

• A general contact email for the company.

• Can be rendered in templates using #company_email.

Phone (Optional)

• A company phone number.

• Can be used in reports and for reference in project documentation.

Address (Optional, Google Maps Autocomplete)

• As you type, the system suggests valid addresses using Google Maps autocomplete.

• Select a suggestion from the dropdown to ensure:

o   Standardized formatting (cleaner reports)

o   Fewer typos and variations

o   Faster data entry

How to use Address autocomplete properly

• Start typing the street, business name, or area.

• Choose the correct suggestion from the dropdown.

• The selected value is saved as the company address and can be used in reports (#company_address).

EIN (Optional)

• Employer Identification Number (or equivalent business identifier, depending on the country).

• Can be printed in reports using #company_ein.

3.3 Branding assets (images)

Companies can store several optional images used for report branding. Recommended formats: JPG/PNG.

Company Logo

• Upload your company logo.

• Can be referenced in templates with #company_logo and/or used in headers.

Company Signature

• Upload a signature image (e.g., manager signature).

• Useful for report approvals or sign-off sections (#company_signature).

Header Image

• Upload a header/banner image (letterhead style).

• Recommended for consistent branding on every page when used in the template header (#company_header).

Footer Image

• Upload a footer/banner image.

• Commonly used for contact info and branding in the template footer (#company_footer).

Tip: Header/Footer images are especially useful when reports are exported as PDF and you want a professional “letterhead” layout.

3.4 Enable Company (Recommended)

• When enabled, the company is available for selection in projects and appears in normal lists.

• If disabled, the company may be hidden or blocked from selection (useful for old/inactive companies without deleting historical data).

3.5 Edit an existing Company

To update company details:

1. Go to Companies.

2. Select the company you want to update.

3. Click Edit.

4. Update any field (name, contact details, address, EIN, branding images, enabled state).

5. Save changes.

Changes will apply immediately to future report generation when that company is used by a project/template.

3.6 When to disable vs delete

• Disable a company when it is no longer active but you want to preserve history and avoid breaking old data (recommended).

• Delete a company only if it was created by mistake and is not referenced by important historical records (depending on system rules and permissions).

3.7 Tips & best practices

• Create companies early so you can consistently brand reports from the start.

• Always prefer selecting the Address from Google Maps suggestions for clean and standardized report output.

• Use a Header Image and Footer Image in templates to create professional PDF letterhead reports.

• Keep logo/signature images high-quality and readable when printed (avoid very small or low-resolution files).