A project is an organized effort aimed at creating something new or addressing specific needs through a series of planned tasks executed by a team within a set timeframe and budget constraints.

Within the Field Complete platform, a Project is also your workspace. As an example, it can be referred to as the main folder, and jobs and invoices can be sub folders. If you ever need to find past jobs or customers, projects are the primary source for any information.

The Job is essentially the work-order, which is filed under its respective Project. A Job can be assigned to a technician, group, or contractor. As each user receives the Job, they are given access to the details kept within the Job profile. In order words, to see what information a technician can access, you can click on the Job ID and access the Job View.

Scope, or details, are strictly stored within each Job. Although the finances can be calculated within each Job, the invoicing portion is managed from a different tab in the Project.

As a requirement when creating a Job, the Service Location functions as "where" the Job(s) will take place.

While custom fields can be added, the primary take away is that all information for service location in based on the "job site".

The Customer is referred to as the person or company that is responsible for the billing.

The Customer Page will contact all linked invoices and project, while allowing an area to update contact details, additional contacts, and custom fields.

All Jobs have a general category assigned, otherwise referred to as a Job Type. The value of Job Types comes from the detail that they are customer facing, and a form of communication of users throughout the company.

Price Book is the combination of using line items and Job Types. A fully developed Price Book removes human error by allowing only relative line items to be available at all times.

In addition to Line items being limited to Job Types, Line Items can also be updated to restricts edits, and record the product or service type.

The User Role is how you assign access for each user, and each User Role has a list of permissions to manage access in detail. Permissions allow management to restrict access for security, and efficiency purposes.