What is a company in Makula?
A company represents an external organisation you work with, such as a customer, supplier, or distributor. Companies are linked to assets and work orders, allowing you to track service history and manage relationships.
How do I access Companies?
Navigation: Open your Field Service workspace, then select Companies from the sidebar.
What information does a company contain?
Each company record includes:
Company Name: The name of the organisation
Company Type: Customer, supplier, or distributor
Address: Physical location of the company
Contacts: People associated with the company
Custom Fields: Additional fields configured in Settings
Why use companies?
Companies help you:
Manage relationships: Keep track of all external organisations you work with
Link assets: Assign assets to specific companies
Track service history: View all work orders related to a company
Issue portals: Give customers access to their assets and work orders through a portal
How are companies linked to work orders and assets?
When creating a work order, you select the company the work relates to. Assets can be assigned to companies, and when you create a work order for that asset, the company is automatically associated.