--- title: How to Create a Company Profile description: Walks through creating a new company profile and tours the optional Billing, Rates & Charges, Contacts & Contracts, and Preferences tabs. --- [Skip to content](https://help.rentworksplus.com/kb/how-to-create-a-company-profile#main-content) [Contact us](https://help.rentworksplus.com/kb/kb-tickets/new?hsLang=en) [Submit a request](https://help.rentworksplus.com/tickets-view?hsLang=en) [![rentworks-bluebird-ars-logo-light](https://help.rentworksplus.com/hs-fs/hubfs/rentworks-bluebird-ars-logo-light.png?width=249&height=60&name=rentworks-bluebird-ars-logo-light.png)](https://help.rentworksplus.com/kb?hsLang=en) Open main navigation Close main navigation - [Contact us](https://help.rentworksplus.com/kb/kb-tickets/new) - [Submit a request](https://help.rentworksplus.com/tickets-view) How can we help you? - There are no suggestions because the search field is empty. 1. [RentWorks Plus](https://help.rentworksplus.com/kb?hsLang=en) 2. [Customer Management](https://help.rentworksplus.com/kb/customer-management?hsLang=en) # How to Create a Company Profile ## This article walks through creating a new company profile and tours the optional Billing, Rates & Charges, Contacts & Contracts, and Preferences tabs. Create a company profile to track a corporate account. The first six steps cover what's needed to save the profile; the remaining steps tour the optional tabs. #### Create the company **1.** From the side menu, click **Companies**. ![company-01](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-01.webp?width=670&height=374&name=company-01.webp) **2.** Click **+ Add New** in the top right of the Companies list to start a new company profile. ![company-02](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-02.webp?width=670&height=243&name=company-02.webp) **3.** Fill in the two required fields: **Company Name** and **Corp ID**. You can also optionally choose a **Type**, **Sales Representative**, and **Categories** to help organize the record later. ![company-03](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-03.webp?width=670&height=316&name=company-03.webp) **4.** Expand the **Operations & Accounting** section to add optional billing and operations details — Direct Bill toggle, AR Customer #, AP Vendor #, insurance company, policy number, and policy expiration date. These fields are not required to save the profile. ![company-04](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-04.jpeg?width=670&height=374&name=company-04.jpeg) --- #### Add address and primary contact **5.** In the **Address** section, enter the company's mailing address — Address Line 1, Country, State or Province, City, and ZIP/Postal Code. ![company-05](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-05.webp?width=670&height=470&name=company-05.webp) **6.** In the **Contact Details** section, add the primary contact's First Name, Last Name, Email, and Phone Number. This contact is the default billing and communication contact for the company. ![company-06](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-06.webp?width=670&height=417&name=company-06.webp) --- #### Configure the additional tabs The remaining tabs are optional. You can leave them empty when creating the company and update them later from the company's profile page. **7. Billing tab** — sets up how this company is invoiced. Configure credit limit, payment terms, statement preferences, accounting codes, and any standing discount rules that apply to every rental booked under this company. ![company-07](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-07.webp?width=670&height=512&name=company-07.webp) **8. Rates & Charges tab** — assigns rate plans to the company. Pick a default rate code, add additional rate codes the company is eligible for, and (optionally) configure per-class or per-location rate overrides for negotiated pricing. ![company-08](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-08.webp?width=670&height=466&name=company-08.webp) **9. Contacts & Contracts tab** — adds extra contact people for the company beyond the primary contact (billing, secondary, etc.) and records any active contracts you have with them. ![company-09](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-09.webp?width=670&height=511&name=company-09.webp) **10. Preferences tab** — sets rental defaults that pre-fill on every reservation and rental agreement made under this company. Insurance preferences (CDW, PAI, PEC, SLI), prepaid gas level, default vehicle class, and a standing comments field. ![company-10](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-10.webp?width=670&height=548&name=company-10.webp) --- #### Save the profile **11.** Click **Create Company** at the bottom of the form to save the new profile. You'll be taken to the company's detail page where you can come back and update any tab at any time. ![company-11](https://help.rentworksplus.com/hs-fs/hubfs/KB%20Images/How%20to%20Create%20a%20Company%20Profile/company-11.jpeg?width=670&height=374&name=company-11.jpeg)   - [FAQs & Troubleshooting](https://help.rentworksplus.com/kb/faqs-troubleshooting?hsLang=en) - [Reports](https://help.rentworksplus.com/kb/reports?hsLang=en) - [Support](https://help.rentworksplus.com/kb/support?hsLang=en) - [Counter Operations](https://help.rentworksplus.com/kb/counter-operations?hsLang=en) - [Customer Management](https://help.rentworksplus.com/kb/customer-management?hsLang=en) - [Vehicles & Fleet](https://help.rentworksplus.com/kb/vehicles-fleet?hsLang=en) - [Claims & Financials](https://help.rentworksplus.com/kb/claims-financials?hsLang=en) - [Settings & Administration](https://help.rentworksplus.com/kb/settings-administration?hsLang=en) - [Reservation Plugin](https://help.rentworksplus.com/kb/reservation-plugin?hsLang=en) - [E-Signature in RentWorks Plus](https://help.rentworksplus.com/kb/e-signature-in-rentworks-plus?hsLang=en) - [Install Desktop & Mobile App](https://help.rentworksplus.com/kb/install-desktop-mobile-app?hsLang=en) - [Payments](https://help.rentworksplus.com/kb/payments?hsLang=en) - [Getting Started](https://help.rentworksplus.com/kb/getting-started?hsLang=en) [![rentworks-bluebird-ars-logo-light](https://help.rentworksplus.com/hs-fs/hubfs/rentworks-bluebird-ars-logo-light.png?width=290&height=70&name=rentworks-bluebird-ars-logo-light.png "rentworks-bluebird-ars-logo-light")](https://help.rentworksplus.com/kb?hsLang=en) [mailto:help@rentworksplus.com](mailto:help@rentworksplus.com) Copyright © 2026, ## Driven by experience. 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