Create work and work items

Work is the unit an office coordinator manages; work items are what a crew actually does. Both carry the fields your organisation defines in its own schema, so the records follow how you already run jobs.

1. 1Create the work for a client, under the line of business it belongs to. The form shows the fields your schema defines.
2. 2Add the work items that make it up, each with its own fields.
3. 3Follow the work in saved views, with the columns, sorting, filters and row colours your team uses.

Labor codes are kept per client, each with a unit and prices that take effect on a date, so the rate that applied on a given day stays on record.