Company and contact now come together in one step. When creating a work request, the Company field sits right next to the Contact card at the top of the Contact Details step — so a coordinator can attach the company at the same moment they add the contact. Contacts already linked to a company arrive with it pre-filled, contacts without one get a one-click + Associate option, and a brand-new company can be created inline without leaving the work request.
✨ What's New
- Company field beside the contact — the Contact Details step now shows the Company Name right next to the Contact Name at the top of the form.
- Auto-filled from the contact — when the selected contact already has an associated company, the field is pre-filled and locked.
- + Associate for the rest — contacts without a company show "No company associated" with a + Associate link that opens the Add Existing Company panel — search and pick, with a confirmation once assigned.
- Create companies inline — search a name that doesn't exist yet and create it on the spot; it's saved with a success message and immediately selectable.
👥 Who This Is For
- Move coordinators and sales reps — who book corporate, senior-living, and account moves and want the company attached the moment the work request is born.
- Account managers — who rely on company associations for rollups like the company Storage tab, invoices, and account reporting.
- Back-office teams — who no longer chase down work requests created without their company link.
🧭 How to Use It
- Create a work request and pick your contact on the Contact Details step. If the contact has no company, the field beside it reads "No company associated" — click + Associate.
- In the Add Existing Company panel, search and select the company — or type a new name and create it inline — then Save.
- If the name you type isn't in your Companies yet, the panel offers create new company with "<name>" — one click creates the company and assigns it to the contact on the spot.
- The company is assigned instantly, with a confirmation message.
- Contacts that already belong to a company skip all of this — the Company Name arrives pre-filled and locked, straight from the contact record.
- From there, the company travels with the work request — in the title, the Company card, and everywhere else the work request appears.
🔎 Good to Know
- Pre-filled means locked. When the contact already has an associated company, the field can't be changed on the work request — it always mirrors the contact's company.
- Open until created. For contacts without a company, you can pick or change the company freely until the work request is created.
- No detours. Both associating an existing company and creating a new one happen inside the work request flow — no trip to the Companies module needed.
🎉 Available Now
The Company field is live on the work request's Contact Details step. Add the contact, attach the company, and keep moving — one step, one screen.
