Company Management
Tiquo supports B2B operations with company accounts, allowing you to manage corporate clients, group multiple contacts, and handle corporate billing.Creating Companies
1
Navigate to Companies
Go to Customers → Companies or use the command palette
2
Click New Company
Click the New Company button
3
Enter Company Details
Fill in company information:
- Company name (required)
- Legal name
- Tax ID / VAT number
- Industry
- Website
4
Add Address
Enter billing and/or service address
5
Save Company
Click Create Company
Company Profiles
Company Information
| Field | Description |
|---|---|
| Company Name | Primary business name |
| Legal Name | Registered legal name |
| Tax ID | VAT / Tax identification |
| Industry | Industry classification |
| Website | Company website URL |
| Phone | Main company phone |
| General contact email |
Addresses
Companies can have multiple addresses:- Billing Address: For invoicing
- Service Address: Where services are delivered
- Additional Addresses: Multiple locations
Logo & Branding
Upload company logo for:- Quick visual identification
- Invoice and document branding
- Reports and exports
Contact Management
Adding Contacts
Link customer profiles to companies:1
Open Company Profile
Navigate to the company details
2
Go to Contacts Tab
Click the Contacts tab
3
Add Contact
- Search for existing customer, or
- Create new customer contact
4
Set Role
Assign their role at the company:
- Primary Contact
- Billing Contact
- Booking Contact
- Employee
Contact Roles
| Role | Permissions |
|---|---|
| Primary Contact | Main point of contact, receives all communications |
| Billing Contact | Receives invoices and payment notifications |
| Booking Contact | Can make bookings on behalf of company |
| Employee | Staff member who receives services |
| Manager | Can view all company bookings and history |
Multiple Contacts
A company can have unlimited contacts:- Each contact is a full customer profile
- Contacts can belong to multiple companies
- Individual booking and communication history maintained
Corporate Billing
Invoice Settings
Configure company billing preferences:- Payment Terms: Net 15, Net 30, etc.
- Currency: Billing currency
- Invoice Email: Where to send invoices
- PO Required: Require PO numbers
Credit Accounts
Set up credit for corporate clients:- Enable credit account
- Set credit limit
- Define billing cycle
- Configure auto-charge or invoice
Consolidated Billing
Bundle multiple bookings into single invoices:- Weekly or monthly billing cycles
- Itemized by employee or service
- Automatic invoice generation
Company Orders
Booking for Companies
When creating a booking:- Select the contact (employee)
- Associate with company
- Choose billing method:
- Bill to company account
- Bill to individual
- Split billing
Order History
The company profile shows:- All orders from company contacts
- Total company spend
- Orders by service type
- Payment history
Reporting
Generate company-specific reports:- Usage by employee
- Service breakdown
- Monthly spend trends
- Outstanding balance
Company Analytics
Key Metrics
| Metric | Description |
|---|---|
| Total Spend | All-time company spending |
| Average Monthly | Monthly average spend |
| Active Contacts | Contacts with recent activity |
| Top Services | Most-used services |
Company CLV
Calculate company lifetime value:- Sum of all contact orders
- Average contract value
- Retention likelihood
- Growth potential
Company Relationships
Parent-Child Companies
Model corporate hierarchies:- Parent company (headquarters)
- Child companies (subsidiaries, branches)
- Consolidated reporting across hierarchy
Franchises
Manage franchise relationships:- Franchise owner company
- Individual locations
- Shared service agreements
Search & Filtering
Finding Companies
Search by:- Company name
- Contact name
- Tax ID
- Email domain
Filtering
Filter company list by:- Industry
- Account status
- Credit balance
- Last activity date
- Custom fields
Import & Export
Importing Companies
Import companies from CSV:- Go to Customers → Import
- Select Companies type
- Upload CSV
- Map fields
- Review and import
Exporting
Export company data:- Company details
- Contact lists
- Order history
- Financial summaries
Best Practices
Assign Clear Roles
Assign Clear Roles
Always designate a primary contact to ensure communications reach the right person.
Keep Contacts Updated
Keep Contacts Updated
Regularly review company contacts. Remove departed employees to maintain data quality.
Use Credit Wisely
Use Credit Wisely
Monitor credit account usage. Set appropriate limits based on relationship history.
Leverage Reports
Leverage Reports
Use company reports in renewal discussions and for identifying upsell opportunities.