---
title: "Using the Company Tab in the Properties Module"
slug: "using-the-company-tab-in-the-properties-module"
tags: ["Language - English", "Industry - Landscaping", "Type - Reference", "Role - Account Manager", "Role - Branch Manager", "Role - Project Manager", "Role - Operations Manager", "Role - System Admin", "Role - Branch Admin", "Skill Level - 1 (Beginner)"]
updated: 2025-10-10T17:01:58Z
published: 2025-10-10T17:01:58Z
canonical: "guide.youraspire.com/using-the-company-tab-in-the-properties-module"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using the Company Tab in the Properties Module

## Purpose

Aspire maintains records of companies where you can tie individual contacts! The primary purposes for maintaining the list of companies are:

- Association with customers for proper credit of invoices and payments, especially for commercial properties.
- It also allows you to change the names of companies and manage subcontractor auto expenses for companies that represent subcontractors.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-company-tab-in-the-properties-module-image-a9u3eu12.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A34Z&se=2026-11-13T11%3A36%3A34Z&sr=c&sp=r&sig=8vGrsVN%2FRWy8vfM8iyzgYBoJqqPWum0sn2IsZhmkQe8%3D)

The *Company* screen provides summary information about companies including the following:

- Financial reporting with drill-down
- List of company contacts with hyperlinks
- List of properties with hyperlinks
- Issue summary graph with drill-down
- List of visits scheduled in the future with drill-down to work tickets.

## The Companies List

This list of companies is accessed from the *Companies Search List* screen. The *Companies* *Search List* screen is available by clicking the Properties icon in the *Aspire Navigation Bar* then select the *Companies tab*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-company-tab-in-the-properties-module-image-wwy85b37.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A34Z&se=2026-11-13T11%3A36%3A34Z&sr=c&sp=r&sig=8vGrsVN%2FRWy8vfM8iyzgYBoJqqPWum0sn2IsZhmkQe8%3D)

The *Companies Search List* screen behaves like other search lists allowing you to display and filter information to provide the most value in various situations.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-company-tab-in-the-properties-module-image-xmqdwxum.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A34Z&se=2026-11-13T11%3A36%3A34Z&sr=c&sp=r&sig=8vGrsVN%2FRWy8vfM8iyzgYBoJqqPWum0sn2IsZhmkQe8%3D)

The *Contact Count* column shows how many contacts have been assigned to the company by selecting the company on the *Contact* screen.

## Other ways to display Company screens

If you have the *View* *Companies* permission added to your user role, the company screen is available from the following locations in Aspire:

| By searching for a company in the global search on the *Aspire Tool Bar* and selecting a company. The prefix for searching by a company is “c” (the “c” prefix searches both companies and contacts). | ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-company-tab-in-the-properties-module-image-7qpss45q.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A34Z&se=2026-11-13T11%3A36%3A34Z&sr=c&sp=r&sig=8vGrsVN%2FRWy8vfM8iyzgYBoJqqPWum0sn2IsZhmkQe8%3D) |
| --- | --- |
| From the *Company* hyperlink available on the *Contacts* screen. | ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-company-tab-in-the-properties-module-image-qywpln7b.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A34Z&se=2026-11-13T11%3A36%3A34Z&sr=c&sp=r&sig=8vGrsVN%2FRWy8vfM8iyzgYBoJqqPWum0sn2IsZhmkQe8%3D) |
| By clicking the *Company* hyperlink or clicking the *Companies* tab available on the *Properties* screen. | ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-the-company-tab-in-the-properties-module-image-zmk73x69.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A36%3A34Z&se=2026-11-13T11%3A36%3A34Z&sr=c&sp=r&sig=8vGrsVN%2FRWy8vfM8iyzgYBoJqqPWum0sn2IsZhmkQe8%3D) |

### **Company Screen Screen Elements**

The screen elements on the *Company Information* tab of the *Company* screen are described in the following table.

| **Screen Element** | **Description** |
| --- | --- |
| Company Info Section | A section containing fields that can be updated for the company. These fields are only available if you have the *Edit Companies* permission. |
| Company Name | **Required**. Allows you to view and rename the company. This field is read-only if you do not have *Edit Companies* permission. |
| Active | Determines if the company is active allowing it to appear in selection lists when adding a company to a contact. This field is read-only if you do not have *Edit Companies* permission. |
| Company Email | This field is for companies associated with subcontractors on the *Company Screen.* This email address determines the destination for emails notifying them of acceptance or denial time or materials that they entered in the *Subcontractor Portal*. Note that subcontractor acceptance or denial emails are currently the only purposes for this email field. This field is read-only if you do not have *Edit Companies* permission. |
| Reporting Section | **Read-only section**. Provides a summary of earned and invoiced revenue from the company during a specified time period. |
| Select Date Range | Allows you to specify the date range for which summary revenue information is represented. |
| Earned Revenue | Revenue earned during the specified period by performing work or allocating items to work tickets for the company. The amount of earned revenue is displayed as a hyperlink which when clicked, displays the [*Earned Revenue Screen*](https://guide.youraspire.com/docs/earned-revenue-screen) which shows a list of work tickets whose earned revenue comprises the *Earned Revenue* number on the *Company* screen. |
| Pending | Estimated dollars from opportunities that are approved, but neither won nor lost, whose start/end date range overlap the date filter on the screen. The amount of pending revenue is displayed as a hyperlink which when clicked, displays the [*Pending Opportunities* screen](https://youraspire.document360.io/docs/en/pending-opportunities-screen) that shows a list of pending opportunities that comprise the *Pending* number on the *Company* screen. |
| Invoiced Revenue | Amount of revenue invoiced for the company during the specified date range. The invoiced revenue is displayed as a hyperlink which when clicked displays the [*Invoiced Revenue* screen](https://youraspire.document360.io/docs/en/invoiced-revenue-screen) that shows a list of invoices that comprise the *Invoiced Revenue* number on the *Company* screen. |
| Lost | Estimated dollars from opportunities that are lost whose start/end date range overlaps the date filter on the screen (some portion of the opportunity exists in the dates that are selected). The amount of lost revenue is displayed as a hyperlink which when clicked, displays the [*Lost Opportunities* screen](https://youraspire.document360.io/docs/en/lost-opportunities-screen) that shows a list of pending opportunities that comprise the *Pending* number on the *Company* screen. |
| Contacts Section | Provides a list of contacts assigned to the company. |
| Name | Shows the contact’s name. |
| Email | Clicking this icon initiates the creation of an email with the contact selected in the To field. |
| Office | Contact’s office phone number. |
| Mobile | Contact’s mobile phone number. |
| Properties Section | Provides a list of properties for which company on either the primary contact or billing contact matches the current company. |
| Name | Name of the property. |
| Branch | Property’s branch. |
| Status | Property’s status – the usage is specific to each field service company, but usually indicates sales status (i.e. prospect, bidding, customer, prior customer, etc.) |
| Issues Section | Provides a chart showing the number of issues recently created, recently completed, and total open. |
| Created | The bar representing the number of issues created in the last 30 days. Clicking this bar shows a list of the associated issues. |
| Completed | The bar representing the number of issues completed in the last 30 days. Clicking this bar shows a list of the associated issues. |
| Open | The bar representing the number of issues open for the company. Clicking this bar shows a list of the associated issues. |
| New Issue Icon | Clicking this icon displays the *Issue* screen and allows you to create a new issue. |
| Future Visits Section | Provides a list of future visits scheduled today or in the future.This will be a list of future visits (scheduled for today or into the future) for any properties that are tied to the current company. Columns to display: Work Ticket Number (link to the work ticket screen), Scheduled Date, Property, Opportunity Number, Service |
| Ticket Number | Shows the ticket number as a hyperlink. If you click the hyperlink, Aspire displays the *Work Ticket* screen for the selected ticket. |
| Scheduled | The scheduled date for the work ticket. |
| Property | Property for the work ticket. |
| Opp # | Opportunity number associated with the work ticket. |
| Service | Service to be performed. |
| Footer Bar |  |
| Delete Icon | Deletes the contact. Only enabled if the company is not assigned to any contacts. |
| Save Icon | Saves changes to the company name or active field for the company and returns to the screen that was displayed before the *Company* screen. |