Use these terms when choosing an action or explaining the position of the work.
| Term | Meaning |
|---|---|
| Business | The trading Business whose workspace you are using. |
| Customer | The Person or Company associated with the work. A Customer can have several Projects. |
| Contact | A person selected for communication. Work and billing contacts can differ. |
| Team member | A person or subcontractor in the Business’s directory. Login access is separate. |
| Site | A location used to organise work and access. |
| Lead | Potential work with its own contact details, stage and next step. It becomes connected to a Customer when you start a Project. |
| Project | One piece of work for a Customer, including its agreements, Visits, costs, records and Invoices. |
| Visit | An attendance on a Project, with its description, schedule, crew and recorded time. |
| Estimate | The Project’s original cost baseline and pricing work. It is separate from the Customer-facing Quote. |
| Quote | An offer describing work, pricing and terms. A published version preserves what the Customer received. |
| Variation | A proposal to change agreed work or price, with its own version and response. |
| Task | An item in the Project’s simple checklist. It has no separate booking or crew. |
| Timesheets | The Project’s recorded time, including time from its Visits. |
| Handover | A saved description of delivered Project work. A signature belongs to that saved handover. |
| Invoice | A Project’s financial document stating the charge for its issued version. |
| Payment received | Money recorded against an Invoice. Recording a receipt does not charge a card. |
| Credit note | A correction reducing an issued Invoice. It is not a payment received. |
| Supplier invoice | Evidence of a supplier’s charge to your Business, separate from the Invoice you send a Customer. |
| Certificate | A register record with files, dates and links. One Certificate can link to several records. Adding it does not issue or validate a trade certificate. |
| Capture | Notes, photos or a voice recording collected for review before saving to the work. |
| Transcript | Text produced from a recording. Check it before saving a work note. |
| Drawing revision | A particular version of a drawing. Marks and comments belong to the version on which they were made. |