Skip to main content

The Value of a Project

A summary on the importance of Field Complete projects and how they contribute to improved business operations.

Updated over 3 weeks ago

How Projects Work in Field Complete: A Simple Guide

What Are Projects in Field Complete?

Projects are like folders that hold all related jobs together. They help you keep your work organized so nothing gets lost or forgotten. Think of a project as the big picture, with individual jobs as the smaller tasks inside it.

How Projects and Jobs Work Together

Every job you create must be connected to a project. This simple rule keeps everything organized and makes it easy to:

  • Track all work for one customer

  • See how much time a big job is taking

  • Monitor costs across multiple tasks

  • Know exactly what's been done and what's left to do

Organizing Your Projects

Field Complete lets you filter and sort your projects by:

  • Project status (active, completed, pending)

  • Approval stage

  • Customer name

  • Date range

Managers can quickly see which projects need attention and which ones are running smoothly.

The Price Book Connection

Your Price Book works hand-in-hand with projects. It lists all your services and connects them to different job types. This makes it easy to:

  • Create accurate estimates quickly

  • Bill customers correctly

  • Track what each project actually costs

Why Projects Help Your Business

Better Organization

Keep related jobs together in one place. Your team always knows where to find information about any customer or job.

Clear Overview

See all your work at a glance. Filter by status to focus on what matters most right now.

Smooth Workflow

Information flows naturally from estimate to job completion to final invoice. Less confusion means faster work.

Accurate Billing

Track costs for every project automatically. Know if you're making money before the job is finished.

Smart Resource Planning

See which technicians are working on what projects. Assign the right people to the right jobs without overloading anyone.

Helpful Reports

Run reports to see:

  • How much each project cost

  • How long jobs took

  • Which projects made the most profit

  • Where you can improve

Real-World Example

Imagine you're installing a new HVAC system for a customer. The project is "Smith Residence HVAC Installation." Inside that project, you might have these jobs:

  • Remove old system

  • Install new furnace

  • Install new AC unit

  • Test and inspect

  • Final walkthrough

Each job tracks its own time, costs, and status. But they're all connected to the same project, so you can see the complete picture.

Growing Your Business with Projects

Using projects correctly helps you:

  • Finish jobs faster

  • Keep customers happier

  • Make more profit

  • Manage bigger, more complex work

  • Scale your business without losing control

Field Complete's project system connects everything—estimates, jobs, pricing, and billing—into one simple workflow. Spend less time hunting for information and more time getting work done.

visit us at <a href="http://www.fieldcomplete.com" target="_blank" rel="nofollow noopener noreferrer">www.fieldcomplete.com</a>

Did this answer your question?