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Under Bewirtschaftung › Unternehmen (Property management › Companies) you manage all companies you work with. This page explains the kinds of companies, how to create one and how mory suggests contractors from them.

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Kinds of companies

Every Organisation (organization) of your company also exists automatically as a company entry. These entries are shown in bold in the list.

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The list

The list shows all companies with categories, roles and linked properties. You can filter by property to see only the partners of a specific property. With many entries, page through the list at the bottom.

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Creating a new company

1

Name and categories

Click the plus button and enter the company name. Choose the categories, e.g. plumbing or electrical. The categories determine which kinds of damage mory suggests the company for.
2

Roles and contact

Set the roles (e.g. contractor, insurer) and enter email, phone and address.
3

Business details

Add the UID (Swiss business identification number) and IBAN. The IBAN is needed for invoice verification.
4

Responsible person

Choose the person in your team who maintains the contact with the company.
Check whether the company already exists before creating it to avoid duplicates. Contacts are visible to all organizations of your company, so the company may already have been recorded by another organization.

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The company page

The company page has the tabs Übersicht (Overview), Aktivität (Activity), Personen (People, i.e. involved persons such as the company’s contacts), Liegenschaften (Properties) and Dokumente (Documents). You edit fields directly in the sidebar by clicking on them.

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Company as tenant or owner

A company can be a party in a tenancy, for example for commercial space, or be recorded as owner of a property. The relationship is then created automatically and appears on the company page in the Liegenschaften tab. See Units & tenancies.

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Preferred contractors per property

If a property has regular partners, record them on the property page in the Partner tab, including category and agreed costs. mory prefers these partners for damage reports concerning the property.
If no suitable contractor exists for a damage report, you can create one directly from the task. It then appears in the company list.