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.

