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Setting Up PM Firm Types

PM Firm Types are used to categorize and group firms for better organization and reporting. This setup allows businesses to manage and isolate different types of firms such as customers, vendors, owners, engineers, architects, and inspectors.

Before you start​

  • Related setup for this form is complete.

Steps​

  1. Navigate to thePM Firm Typesform.
  2. Enter the desired firm type names such as customer, vendor, owner, engineer, architect, and inspector.
  3. Save the entries so they are available for use in categorizing firms.

Notes​

  • Firm types are clearly defined and consistently used across the system to avoid confusion in reporting and document management.