Skip to content
English
Customer portal
  • There are no suggestions because the search field is empty.

Company Types

Create and manage the categories you use to classify companies in your account — for example, Vendor, Customer, Subcontractor — and define custom fields specific to each type.

 

Before You Begin

  • You need admin permission to manage Company Types.
  • Each company you create gets a Company Type, which controls how it's labeled and which custom fields appear on it.
  • Custom fields defined on a Company Type only appear on companies of that type — not on every company in the account.
  • Related articles:

Step-by-Step Instructions

Step 1: Open the Company Types page

  1. From the left sidebar, click Settings.
  2. Click Company Types.

You'll see a list of every Company Type currently defined in your account.

Step 2: Add a new Company Type

  1. Click Add New Company Type in the toolbar.
  2. A sidebar opens on the right. Enter the Name (for example, Subcontractor, Insurance Carrier, Property).
  3. Save the type.

The new type appears in the list immediately.

Step 3: View a Company Type's details

Click the type's name in the list to open the preview sidebar, where you can see how it's configured and which custom fields are attached.

Step 4: Manage custom fields for a Company Type

  1. In the Actions column on the type's row, click Actions → Custom Fields.
  2. The grid switches to show the custom fields defined for that specific Company Type.
  3. From here you can:
    • Click Add Custom Field to create a new field that only appears on companies of this type.
    • Click Sort Custom Fields to drag the fields into a different display order.
    • Click the red Delete link to remove a field.
  4. Click ← Back at the top of the page to return to the Company Types list.

Tip: Use custom fields scoped to a Company Type when the field only makes sense for that one kind of company. For example, a Policy Number field on the Insurance Carrier type, but not on Vendor companies.

Step 5: Delete a Company Type

  1. In the Actions column, click Actions → Delete.
  2. Confirm the deletion.

The type is removed from the list. Companies that previously used this type will no longer have a type assigned.

Tips & Best Practices

  • Keep the list short. Five to ten Company Types is usually plenty. Too many makes the type dropdown unwieldy when creating a new company.
  • Use account-wide custom fields for shared data. If a field applies to every company (like Tax ID), create it as an account-wide custom field in Settings → Custom Fields → Companies rather than on a single Company Type.
  • Reassign before deleting. If you delete a Company Type that companies are currently using, those companies lose their type — and lose access to that type's custom fields. Reassign them to a different type first.
  • Sort fields for data entry. Use Sort Custom Fields to put the most important fields at the top so users see them first when creating or editing a company.

Troubleshooting

  • Issue: I don't see Company Types in Settings.
    Solution: Company Types are admin-only. Ask an admin to grant you the Setting View permission.
  • Issue: I deleted a Company Type by accident.
    Solution: Recreate the type with the same name. You'll then need to manually reassign the affected companies to the new type — there's no automatic restore.
  • Issue: A custom field I added isn't showing up on the company I'm editing.
    Solution: Custom fields are scoped to the Company Type. Make sure the company you're editing is set to the same type the field belongs to.
  • Issue: I can't reorder my custom fields.
    Solution: Open Sort Custom Fields from the toolbar. The reordering UI is a separate dialog — you can't drag rows directly in the main fields grid.

Related Articles