Adding companies
Accessible data
Isabel Reyes
Last Update 2 years ago
Information is vital when managing construction projects and makes automating every process in your Onproad account easier.
Let's check the easy steps and why it's important to always register first your client company details before starting your planning.
1) Company Overview
Navigate to your ''companies'' tab and click "Add Company"
2) Required information
Fill in all the fields, and avoid skipping sections so that when automating processes like invoicing, there are no missing details.
4) Save
Once you have filled in all the company details you are ready to move forward with setting up your account.
IMPORTANT: Always recommended to first add companies and contacts after registering your account.