📄️ Client Form
Explains how client records store organizations or individuals you work for, providing shared context for projects, proposals, billing, and reporting.
📄️ Export CSV
The Export CSV tool allows users to generate downloadable, join-aware CSV files from database tables using the same query logic as GIS layers and table views.
📄️ GIS Layers
GIS Layers define how database columns and related data are compiled into map-ready datasets and shared with users.
📄️ GIS Views
GIS views allow users to send custom data sets to 3rd party gis softwars.
📄️ Job Form
Documents the job form used to define executable units of work, including scheduling windows, project linkage, location data, and execution notes.
📄️ Import Property Boundary (KML)
Import a property boundary or point from a KML file and create a new property without manual drawing.
📄️ Project Form
Defines the fields and behavior of projects, which act as the central hub connecting clients, properties, jobs, proposals, deliverables, and billing.
📄️ Property Form
Describes how properties represent real-world parcels or sites, including geometry, project association, and metadata used for maps, GIS outputs, and location-based workflows.