All features
Projects · Projects
A container for every utility engagement and its rules.
What it does
Projects give your team one place to organize work for a specific utility customer or job. Track job status, connect work orders, manage project-specific settings, and keep important details tied to the right work. If a project has its own per-diem rules, those can be overridden without changing company-wide defaults.
Why it exists
When several jobs are active at the same time, it is easy for details to get scattered or mixed together. Projects give your team a clear way to organize work by customer or job so statuses, work orders, and project-specific settings stay in the right place.
Key capabilities
- Named project per utility customer, searchable by name
- Inherited per-diem defaults with per-project overrides
- Every work order under one utility relationship in one place
- You can't accidentally delete a project with active work orders