Companies in PSOhub

Published: 1 June 2026

Audience

This article is intended for:

New users learning how customer data is structured in PSOhub
Customers beginning their onboarding and implementation
Project managers and teams managing customer relationships across projects and invoices

Objective

After reading this article, you will:

Understand what a company record is in PSOhub
Learn how companies connect to contacts, projects, and invoices
Understand how company data is used in your workflow
Identify the key fields and structure of a company record

Introduction

In PSOhub, a company represents the customer or organization you deliver work for.

Company records sit at the center of your customer data. They connect your contacts, projects, contracts, and invoices into a single view of each customer relationship.

Before you can create a project or invoice, a company must exist in PSOhub. Setting this up correctly ensures accurate reporting, invoicing, and overall project tracking.

What is a Company Record?

A company record stores the core information about a customer organization.

This includes:

Company name and contact details
Address and billing information
Tax and registration details
CRM identifiers (if connected)

Each company acts as the anchor point for everything PSOhub tracks about that customer.

How Companies Fit Into Your Workflow

Company records connect directly to key parts of PSOhub:

Contacts
Contacts are linked to a company. When creating a project, you select both the company and the contact.

Projects
Every project must be linked to a company. This ensures all work, time, and expenses are tracked against the correct customer.

Invoices
Invoices are generated from projects and billed to the linked company. The company’s address and tax details are used on the invoice.

CRM integrations
When connected to systems like HubSpot, Salesforce, or Microsoft Dynamics 365, companies can be created automatically from your CRM. The CRM ID is stored to maintain synchronization.

Company Addresses

Each company record supports more than one address. This is useful when your customer has separate billing and onsite addresses — for example, when an invoice needs to go to a finance department at a different location from where the work is being delivered.

PSOhub supports the following address types:

Invoice address — used as the default billing address on invoices
Physical onsite address — used when work is delivered at a specific location
Both — a single address used for both purposes

Company Record Overview

When creating or editing a company, you will see the following fields:

Field	Description
Company name	The name of the customer organization.
Domain name	The company's website URL.
Company registration number	The Chamber of Commerce or the company registration number.
Phone number	The main contact number, including the country or area codeM
Tax number	The customer's VAT or tax identification number.
QuickBooks	Only relevant when connected to QuickBooks Online. Auto-filled when sending an invoice via the QuickBooks integration. This field cannot be edited manually.
HubSpot	The HubSpot company ID. Auto-filled when the company is created or synced via HubSpot. This field cannot be edited manually.
Type	Determines how the address is used: Both (invoice and physical), Invoice, or Physical.
Address	Street name and number.
Postal code	Post code or ZIP code.
City	City of the company.
Region/State	State, county, or province.
Country	Country of the company.
Country code	International dialing or country code.

How to Manage Companies

You manage companies from Customers > Companies.

From here, you can:

Create new companies
Edit existing records
Delete companies

Next Steps

✅ Add contacts to your company
Link the right people to your company record so they appear correctly on projects and invoices.
Contacts in PSOhub

✅ Create your first project
With your company record in place, create a project and link it to your customer.
Create your first project in PSOhub

✅ Import companies in bulk
Already have a customer list? Bring your company records into PSOhub all at once.
Import Companies: How to import companies from an Excel file