Customers & Companies House | JobSheet.uk features
Customer directory
Customers is your workspace directory. Filter the list, open a name for the full profile, and see every job sheet, note, and attachment tied to that client in one place.
Customers are either a person or a UK organisation.
Adding a UK company
Choose + Company on the add-customer flow, search Companies House, and import the registered company. JobSheet stores:
- Legal name and company number
- Registered office as structured invoice address fields
- A snapshot of profile data you can refresh later from the customer profile
You can add an optional trading name if the business trades differently from its legal name.
After import, an optional step lets you pick officers (directors) from Companies House and add them as linked person contacts with correspondence address where available.
Adding a person
Add someone manually with contact details and invoice address on one line. Link a person to an organisation customer when they work for a Ltd client you already hold.
Why it matters on site
When you create a job sheet from a customer profile, contact details and invoice address are already there for quotes and invoices. No retyping the registered office when a main contractor pays but the site contact is someone else.