🗃️ GIS Workflows
4 items
📄️ Creating a Proposal
Explains how to create and manage proposals, including selecting or creating clients, projects, properties, and services. The proposal workflow is flexible and allows details to be built incrementally without forcing a strict order.
📄️ Creating a Job
Covers how to create jobs that represent executable work. Jobs connect planning to execution by defining what work happens, where it occurs, and how it is scheduled, dispatched, and tracked.
📄️ Creating a Project
Introduces projects as the core organizational unit that connects clients, properties, services, jobs, and billing, and explains the available project creation workflows.
📄️ Simple Project Creation
Describes the fastest way to create a project with minimal required information, ideal for high-volume or low-complexity work where details can be added later.
📄️ Project Wizard
Explains the guided project setup workflow designed for repeatable, standardized projects, allowing projects, properties, and services to be defined in one streamlined flow.