Companies are the businesses you deal with and contacts are the people at them. Set up your suppliers before you build your item library, because an item can only point at a supplier that already exists.
Choose the right company type
Every company has one of three types, and the type decides where the company appears.
Supplier.
Anyone you buy products from. Only Supplier companies appear in the Supplier list on an item, and purchase orders are grouped by supplier. A Supplier company has Items and Purchase Orders tabs.
Service Provider.
Your trades. A Service Provider company has a Statutory Requirements tab for insurances and licences with expiry dates, and a Service Provider Portal tab for giving the trade a login.
Entity.
Everyone else, such as a developer client, an architect or a certifier. An Entity company holds contacts and nothing more.
Pick the type when you create the company. A supplier created as an Entity will not appear when you go to attach it to an item.
Create a company
Go to Companies in the sidebar and click New Company.
Choose the type.
Enter the Entity name, which is the registered business name and the only required field.
Add a Trading name if the business goes by something else. HomePulse displays the trading name wherever the company appears, and uses the entity name when there is no trading name.
Add the ABN, email, phone and website if you have them.
Click Create Company.
Add the people at each company
A contact can belong to more than one company, which suits a rep who looks after two brands.
Open the company and go to its Contacts tab.
Click New Contact to create someone, or Add Existing to link a person already in your contacts.
Enter their name, email and phone number.
Set a primary contact on each supplier
Purchase orders are sent to the supplier's primary contact, and a supplier without one cannot have its purchase orders sent.
Open the supplier and go to its Contacts tab.
Mark the person who takes your orders as the primary contact.
A company has one primary contact at a time, so marking a new one replaces the previous one.
Set a work release contact on each trade
When you send a work release from a task, HomePulse fills in the To field with the trade's work release contact. With none set, the field starts empty and you type an address manually.
Open the service provider and go to its Contacts tab.
Mark the person who takes your bookings as the work release contact.
Your clients
Add a homeowner as a contact before you attach them to a job, so their phone number and history sit on a proper record. Add a company client, such as a developer, as an Entity company. When you attach a client to a job, the search covers both your contacts and your companies.
What to do next
With your suppliers in place, Adding your first items is next.
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