Add your first client company

Companies are the client records that tickets, contacts, and contracts hang off of. Add your first one before you start logging work.

Open the new-company form

Go to Companies and choose New (the form is at /companies/new). You need the create permission on companies.

Fill in the company

• Name — required. The other fields are optional.
• Type — client (the default), prospect, vendor, partner, or internal.
• Tier — gold, silver, bronze, or standard (the default).
• Account manager — the agent who owns the relationship.
• Details — industry, employee count, phone, email, website, and tax number.
• Address — address lines, city, state/province, postcode, and country (defaults to United States).
• Internal notes — private notes visible only to your team.

Save

Submit the form. SummitPSA creates the company, records it in the audit log, and opens its detail page.

Next steps

From the company detail page you can add sites (physical locations) and contacts (the people at that company who can use the client portal and be linked to tickets).