Do it in order. Build the Company fully and add a main-contact Personbefore the project. Then quotes, PDFs, tax, and terms all inherit on their own. Skip it and you get blank-address PDFs and missing tax.
The Order (data flows downhill — build top to bottom)
Person(s)The contact. Mark ONE as main contact — Scoro puts them on quotes/invoices/orders.
ProjectMichael's base. 1 project per quote/engagement (VAN-D089). Status lives here.
Quote → Order → InvoiceFlow from the project & auto-link. Profile auto-fills tax/terms/price. Quote→project = 1 click.
What "Complete" Looks Like (fill these every time)
Company
Name
Billing address (feeds PDFs)
Contact category
Client profile (tax + terms)
V2 tag
Person
Name
Email
Phone + role (recommended)
One marked as main contact
Client Profiles (tax + terms, one field)
Tax upon receipt
taxable · due on receipt
Tax 30 days
taxable · net 30
Tax 60 days
taxable · net 60
No Tax 0 days
exempt · due on receipt
No tax 30 days
exempt · net 30
No tax 60 days
exempt · net 60
Default taxable customer = Tax upon receipt. Auto-applies on every quote/invoice. To change terms, change the profile.
Contact Categories (relationship tier)
A — VIP Customer
Top-tier / strategic
B — Standard Customer
Regular paying customer
C — Potential Customer
Prospect / lead
D — Internal Contact
Internal record
Z — Archived
Dormant / inactive
Separate from tax and terms — that's the client profile, not the category.
Tax-Exempt Customers (both required — or Vancomm owes the tax)
A tax-exempt customer needs both: (1) a No Tax client profile, AND (2) their exemption certificate uploaded to the Files tab. Without the form on file, Vancomm is liable for the tax in an audit.
Always Remember
Company first, then project. Incomplete company = broken PDF / wrong tax.
One main contact per company — Scoro puts them on documents.
Start every engagement with a quote — locks scope + price; converts to a project in one click.
Tag V2 for the roster view — it does NOT limit the Client picker (type the name).
Exempt? Upload the certificate to the Files tab, not just the profile.
We don't delete. Merging dupes is irreversible — flag to Lisa, don't merge ad hoc.
The One Rule
Company → Person → Project → Quote. Build top-down, in order.
Set the client profile once; tax, terms, and the PDF take care of themselves.