Adding & Editing Companies & Contacts

Its pretty easy to add a new company, and sub-locations. Just follow these steps:

Scroll down for a video overview of adding companies and locations

How to add a new company

Click on Companies
Click on the 'New Company' button
Start typing the name of the company to check for duplicates before adding a new record
Enter the primary phone number, as well as the first location name (Hint: When a new company is created, StaffUp also automatically creates the first location associated with the account)
Use the Address Search box to automatically search for the company address using Google Maps. If Google doesn't find the address, you can click the toggle switch to manually enter the address
Choose the proper time zone. It is very important to select the appropriate time zone as it affects scheduling, reminders and timesheets
Enter the remaining fields if desired
Set Geofence if Desired

How to add a new location to a company record

Open the company record you would like to add a location to
Click on the 'Locations' tab
Click on 'Add Location'
Enter the location name - or - use the Map search box to find the location and then add a name. If Google doesn't find the address, you can click the toggle switch to manually enter the address
Choose the proper time zone. It is very important to select the appropriate time zone as it affects scheduling, reminders and timesheets
Set Geofence if Desired

Overview Video on Creating Companies & Locations

Updated on: 07/10/2024