Here is how to add a new Company/Contact and send them an invite in less than a minute.

1. Go to the "+" icon upper left and Create Company.

2. Enter Company Name and Email (at a minimum, feel free to add more data if you have time).

3. The next screen will be your Trades table. Scroll down and check-box their trade(s), or use your Control & F key to search and go right to that trade.

4. Click on their Projects tab, then click the blue "Invite to Projects" button.

If you have any questions, contact support@preconsuite.com or call 949-222-0400

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