Companies
Manage customer, general contractor, and vendor company records. Companies are linked to projects, estimates, and invoices — forming the customer side of Appello's operational data model.
Navigation
Sidebar → CRM → Companies
URL: /companies
Overview
The Companies page displays all company records in a filterable list. Each row shows the company name, primary contact, phone, email, and status.
Key Features
Company List
| Column | Description |
|---|---|
| Company Name | Legal name of the company |
| Primary Contact | Main point of contact |
| Phone | Company phone number |
| Company email address | |
| Status | Active or Archived |
| Type | Customer, General Contractor, Vendor, or Subcontractor |
Creating a Company
- Click Add New in the top right.
- Fill in the company details: name, address, phone, email.
- Set the company type (Customer, GC, Vendor, etc.).
- Click Save.
Company Detail Page
Click any company row to open its detail page with tabs:
| Tab | Contents |
|---|---|
| Details | Company info, address, custom properties |
| Contacts | People associated with this company |
| Projects | Projects linked to this company |
| Notes | Internal notes about the company |
Linking to Projects
When creating a project, you select the customer company from the CRM. This links the project to the company for reporting and billing purposes.
Filters
| Filter | Options |
|---|---|
| Status | Active, Archived, All |
| Type | Customer, General Contractor, Vendor, Subcontractor |
| Search | Filter by company name |