To complete some Forms in Aimsio, Companies are a required field. Aimsio organizes Companies into three types:
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Client - Required before creating a Job.
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Vendor - Required before creating a Purchase Order.
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Subcontractor - Can be associated to subcontracted Equipment or subcontracted Employees
How to Add, Edit or Delete Companies
To add a new Company, navigate to the Master Data → Companies tab.
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Use the New Company button to add a new Company Type.
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Edit or Delete a Company using the Action button on the left.
- When adding a new Company, you’ll be asked to select the appropriate Company Type. A Company must be added as a Client before it can be associated to a Job.
Check to ensure you are selecting the appropriate Company Type before continuing. Accounts can also add Vendors or Subcontractor companies this way.
In rare cases, a Company may need to be added twice if they exist as more than one Company Type.
Optional Company Fields
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Email: Main contact email for the company.
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Symbol: The company reference, this can be up to 10 characters long.
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Company Code: Company code, this can be up to 10 characters long.
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Address: The company’s billing address. Can be referenced on billable Tickets and Invoices.
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Notes: Internally accessed notes regarding the company.
How to Add a Company Contact
Companies can have any number of associated Contacts. Most Contacts in Aimsio are stored under a Company. Any Contacts that exist under a Company can have their information easily associated to a Job or accessed when sending a document for signature.
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The New Contact button is used to create contacts under a company. A newly created Company must be saved first, before a contact can be added**.**
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Contacts can also be created separately and associated to a Company later.
How to Add, Edit or Delete a Contact
Navigate to the Master Data → Contacts tab.
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Use the New Contact button to add a new Contact.
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Edit or Delete a Contact using the Action button on the left.
Contact Information
First and Last Name are the only required fields when adding a Contact. Contacts can also be associated to a Company by editing the Contact and using the Company dropdown field provided.
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Position relates to the Contact’s title at their Company.
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The Tags field allows any additional information to be stored to the Contact. Tags are only available when exporting Contacts to csv.
