Manage Companies
In this article, learn about the following:
View Companies
When selecting Companies from the side bar, you will be presented with a summary view of companies you have entered into CPM. The name, Address, Category, and Website will be displayed. To see all details for a company, select the eye icon on the right of the company.
The Category options for companies listed on the overview page can be adjusted in Preferences found at the bottom of the menu on the left.
View Company Details
To view Company Details select the eye icon. If company is a sub contractor the option is available to upload a COI (Certificate of Insurance).
Add Companies
To add a company, select Add Company in the top right of the overview page
After selecting Add Company, you may input details for this company including the Name, Category, Website, Payment Terms, Address, and Remittance Address.
For Sub Contractor information you may also upload the following after checking that box:
- Certificate of Insurance
- Email Address to be notified when certificate of insurance will expire.
- General Liability Expiration Date
- Auto Expiration Date
- Worker's Comp Expiration Date
- Umbrella Expiration Date
