Projects and Sites

Everything about the places where work happens: the companies you serve, their projects and jobsites, the supply points at each one, and the hardware installed there. Start with how projects, jobsites and supply points fit together.

CompaniesCustomer and owner organizations, their people and addresses.

ProjectsProject records with a company, status, manager and dates; assign supply points to them.

JobsitesGroupings of supply points used by quotes, sales orders and hardware.

Supply PointsDelivery locations with an address, linked to a project and jobsite. Formerly called Sites.

HardwareUnits such as QDUs, assigned to supply points and tracked over time.