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Admin Portal

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Business Accounts

Browse and manage all tenant business accounts across the platform

Search Business Accounts

Matches against business account name and business account ID

Tier

Status

Active filters: 0

Rows per page:

Showing 1–50 of 0 business accounts

No business accounts match your filters

Try adjusting your search terms or clearing active filters to see all business accounts.

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Page 1

Create Business Account

Business Account Name *

Business Account name is required.

Tier *

Street Address

Address lookup is temporarily unavailable — you can enter the address manually.

City

State

ZIP

Owner/Admin User *

No unassigned Owner/Admin users are available. Create or unassign an eligible user before creating this business account.

Select an owner/admin user.

Select an active Owner/Admin user who is not assigned to another business account.

Business Account Trades & Pricebook Services (optional — can be configured later)

Select the service trades your business account offers. For each supported trade, select at least one pricebook service type to enable pricebook workflows.

HVAC

Pricebook service types — select at least one:

HVAC Service HVAC Equipment HVAC Pricebook HVAC PM

Select at least one pricebook service type for HVAC.

Plumbing

Pricebook service types — select at least one:

Plumbing Plumbing Pricebook Aj Plumbing

Select at least one pricebook service type for Plumbing.

Electrical Pricebook: Electrical

Other Business Account Trades — No matching pricebook data currently available