Some contracting businesses specialize in more than one type of product or service. For example, your company might have a division that installs doors and windows, and another division that installs roofing and gutters. For a number of reasons, you might want to market and operate these businesses under different names and brand identities, and you may or may not want to keep their accounting separate. 

For example, rather than operate your company as "Holm Doors, Windows, Roofing, and Gutters", you may want to have one company named "Holm Doors and Windows", and another one named "Holm Roofing and Gutters". 

ContractorTools provides two ways in which you can operate multiple companies: "multiple companies", or "multiple company profiles". There is an important distinction between them.

Multiple Companies

When you create multiple companies in ContractorTools... 

  • The data for each company is kept in a separate database. 

  • Each company can have its own company name, address and logo.

  • Users, and all company setup information is separate for each company.

  • ContractorTools operates the same as if you were to add a new, separate subscription, except that you can sign in and access both companies using the same email address.

  • A separate (paid) subscription to ContractorTools is required for each company. 

  • Each company must sync with a separate QuickBooks Online company, so if you have multiple companies in ContractorTools, you will need a separate company in QuickBooks for each company in ContractorTools.

To add an additional company, select "Companies" in the upper left corner of the ContractorTools main menu screen, then select "+" in the upper right of the Companies popup window.

Multiple Company Profiles

When you create multiple company profiles in ContractorTools... 

  • The data for each company is stored (mixed) in a single database. 

  • Each company can have its own company name, address and logo.

  • Users, and all company setup information is common to (shared in) both companies.

  • All jobs will appear together in the list of jobs. If you want to sort or filter the jobs by company, you can use "tags" to do that. 

  • Multiple company profiles do not require additional ContractorTools subscriptions. 

  • All of the data from each company in ContractorTools is merged into a single QuickBooks Online company - you cannot sync multiple ContractorTools company profiles with separate QuickBooks Online companies.

To add an additional company profile, select "Company Settings" in the ContractorTools main menu screen, then select "Company Profiles", then select "+" in the upper right of the Company Profiles panel.

When you use multiple company profiles, each job and job template is assigned to a separate company profile. To set the company profile for a job or job template, select the job (or template), then select "Job Info", then select "Company Profile".

When you create a job from a job template, the job will have the company profile that was set in the template, but you can change the company profile in the job.

Each company profile can have a different name and logo, and these will be displayed in any customer facing documents, including estimates, invoices, and payment receipts. 

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